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
- Go to CRM Portal>> Canned Responses
How to create a new Canned Response
- Go to CRM Portal>> Canned Responses
- Click on Create New Canned Response button
- Enter the Content (Required)
- Select Canned response type (Optional)
- And click on Create button
- The new Canned Response is created successfully
How to Edit/View Detail/Delete a Canned response
- Go to CRM Portal>> Canned Responses
- Click on Edit/View Detail/Delete icon to the left of a canned response
