Simple Method - Email Design Templates
To generate an email using the Simple Method - Email Design Templates, brokers will need to install the pre-built email design templates via CRM marketplace.
A) Marketplace Installation
To install the email design templates from CRM marketplace, follow the steps below:
Navigate to CRM Marketplace.
There are various email design templates available:
Modern
Geometric
Minimalist
Vivid
Formal
Search for the preferred email design and click "Obtain".
B) Use of Email Design Templates
Select the recipient(s) of the email. Brokers can either select via each individual client, client group, client tier or to each individual leads.
Fill in the email subject.
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