How To Manage Canned Response

Who needs this documentation?

This how-to is for a staff (admin) who wants to manage (CRUD) the Canned Response

How to view the Canned response list

STEP-BY-STEP

How to create a new Canned Response

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to CRM Portal >> Canned Responses
  • 3
    Click on Create New Canned Response button
    How To Manage Canned Response
  • 4
    Enter the Content (Required)
  • 5
    Select Canned response type (Optional)
  • 6
    And click on Create button
    How To Manage Canned Response
  • 7
    The new Canned Response is created successfully
    How To Manage Canned Response

How to Edit/View Detail/Delete a Canned response

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to CRM Portal>> Canned Responses
  • 3
    Click on Edit/View Detail/Delete icon to the left of a canned response
    How To Manage Canned Response
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