Purpose
This feature adds a faster way to test email templates before they are used in real workflows.
How to use it
Use it before activating or changing important email templates so formatting and merge fields can be checked.
Connected areas
This feature should be used as part of the broader iTech System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date.
Best practice
Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.