How to Use Snippets Follow

Snippets are reusable pieces of text or HTML that you can insert into various parts of Salesmate. They can help you save time and ensure consistency in your communication.

Topics covered:

• Where can you use Snippets
• How to use Snippets
• Snippet Access and Permissions

Where Can You Use Snippets?

You can use snippets in the following areas:

• Chat: Insert snippets directly into your chat conversations.
• Reply Editors: Use snippets in your replies to emails, tickets, and notes.
• Note Editor: Add snippets to your notes.
• Text: Insert snippets into text fields.
• Ticket Reply Editors: Use snippets in your replies to tickets.
• Ticket Note Editor: Add snippets to your ticket notes.
• Notes: Use snippets in notes for any module.
• Emails: Insert snippets into your email drafts. (Variables are not replaced when a snippet is inserted)
• Composing windows: Use snippets in various composing windows.

How to Use Snippets

• Type #: And then start typing the name of the snippet you want to use.
• Select a Snippet: Choose the desired snippet from the list of suggestions.

• Insert Snippet: The snippet will be inserted into the text editor.

Snippet Access and Permissions

• Shared Snippets: You can only use snippets that are shared with you or that you own.
• View Access: You must have at least view access to a snippet to use it.