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:

  1. Navigate to CRM Marketplace.

  2. There are various email design templates available:

    • Modern

    • Geometric

    • Minimalist

    • Vivid

    • Formal

  3. Search for the preferred email design and click "Obtain".

B) Use of Email Design Templates

  1. Select the recipient(s) of the email. Brokers can either select via each individual client, client group, client tier or to each individual leads.

  2. Fill in the email subject.

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