Simple Method - Manual Entry

To generate an email using the Simple Method - Manual Entry way, follow the steps below:

Step 1

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.

   

Step 2

1. Fill in the email content and adjust the formatting accordingly using the top bar.

2. Click "Preview" to preview the email.

3. Click "Send".