Requirements: Install of Ebsta into Chrome & mailbox connected to Ebsta:
1. Click the Email Templates button in the compose panel.
2. This will open the Salesforce Templates pop up window.
If you haven't already put a recipient into the 'To' field in the compose panel, you can select a Contact or Lead from Salesforce using the search function.
3. Select the template you wish to use from the list. (Click the down arrow to select a template from another folder).
4. Ebsta will merge the related Salesforce fields and pre-populate the template into Gmail. You can make any adjustments to the text and then click Send.