In Crelate, you may automatically email a contact when they are moved to a particular workflow. This is particularly popular with some sort of 'passed' or 'not interested' stage.

Navigating to your Settings | Workflows you may configure rules for a given stage.

You'll then be prompted with a option to Send an email message. Selecting that box will give you the capability to create a template that you may then use.

**Please note** These templates are unique to your workflow ONLY. You may not pull in separate templates from your general My Templates section.

What's Next?

Looking for more workflow customization? Check out our content below!

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