Templates are reusable email drafts with merge fields like
{{first_name}} and {{company}}, filled in per-recipient at send time. “Origination” templates show up in campaigns; “deal” templates show up in deals.Tap any row to open the editor
- IOI Requestdeal{{deal_code}} — IOI requestSent 7d 0—
- NDA Coverdeal{{deal_code}} — NDA attachedSent 7d 0—
- Buyer Teaserdeal{{deal_code}} — Confidential opportunitySent 7d 0—
- Origination — Follow-uporiginationFollowing up — {{company}}Sent 7d 0—
- Cold Intro — CEOoriginationQuick question about {{company}}Sent 7d 0—
| Name | Mode | Subject | Sent (7d) | Last used | Updated |
|---|---|---|---|---|---|
▾ | {{deal_code}} — IOI request | 0 | — | 6d ago | |
▾ | {{deal_code}} — NDA attached | 0 | — | 6d ago | |
▾ | {{deal_code}} — Confidential opportunity | 0 | — | 6d ago | |
▾ | Following up — {{company}} | 0 | — | 6d ago | |
▾ | Quick question about {{company}} | 0 | — | 6d ago |