Review Real Estate email templates
Inspect module templates installed into the CRM email-template system.
Before you start
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access.
Follow these steps
- Open the source record or configuration named in the route.
- Inspect module templates installed into the CRM email-template system.
- Template availability depends on successful module installation.
- The actual output belongs to the intended workspace and source record.
Fields, rules and limits
- Template availability depends on successful module installation.
Check it worked
The actual output belongs to the intended workspace and source record.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Template availability depends on successful module installation.
Why is the record or action unavailable?
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access. Check the current company and record relationship before requesting additional access.