10. Email Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

The next critical step involves configuring your email settings within the CRM. This ensures prompt receipt of email notifications for you and your clients, covering essential updates such as new client requests or the status of reviewed requests. Additionally, you have the flexibility to personalize the email templates, aligning them with your corporate branding for a cohesive and professional communication approach.