
We created a great list of mergable data fields you can insert into any of your customer email templatess.
Insert codes for Email Templates
Do you want to create your own emails to send within the system?
Well we have made it pretty simple. Create your own email (with no formatting) just text and accompany it with a formatted version and we can add it to your list of templates.
You can use the following fields within a template.
Support Help Videos
Setting up your administrators
Setting up your consultants
Setting up your other users
Explaining sorting of leads
Sending emails to clients
Customer invoices
Consultant invoices
Taking an application
Note taking
Managing sources
Disbursing leads
Prospect flow
Progress flow
Understanding Approval Flow
Sent Via email/fax/mailed
Notes with date time stamp
Agreements -viewing, emailing
Document depository
Uploading customer documents
Links and next steps to take.
Search box.
Calendar
Schedule
Activity and user history