FAQ's
You can create an Email, SMS or Letter template in the Web Portal > Settings cog > Email and SMS > Templates. Templates can be used in the CRM...
Mon, 13 Feb, 2023 at 10:10 AM
To edit / delete templates in your account Web Portal > Settings cog > Email and SMS > templates and select the template from the drop down box tha...
Wed, 20 Jul, 2022 at 3:33 AM
To add Placeholder information to your Templates, press Ctrl + Space to view placeholder options then choose the ones you wish to add to your templates. ...
Wed, 20 Jul, 2022 at 3:33 AM