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            Create Call Scripts and Email Templates

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            Create Call Scripts and Email Templates

            Use the Navigation Menu to create call scripts and email templates for your cadences.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            1. Click the Navigation Menu dropdown.
            2. Select Email Templates or Call Scripts.
              Navigation Menu dropdown with Call Scripts highlighted
            3. Create an email template or call script.
              If you’re using the Split View, click the action dropdown and select New.

            Email templates used in cadences must be accessible to the sales rep. Store them in the public folder.

             
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