Using SugarCRM template in Gmail

Compose the email you’d like to add to SugarCRM and add a recipient in the To field of the email. You can use search, icon in right side of recipients, to bring up contacts from SugarCRM for recipient email address. Email addresses are from Leads, Accounts and Contacts records are suggested.

Click ‘Template’ button to bring up list of template organized by category.

Dynamic fields, such as, contact name, address are automatically applied from the database.

To create a new template in Sugar, click “New template…” menu. This will bring to create a new template in your SugarCRM portal. You may need to click “Refresh” to appear your newly created template appear in the menu.