Your email signature is a valuable branding tool, allowing you to leave a professional impression with every email you send. Whether you’re replying to clients or sending out manual emails, Agent CRM makes it easy to create and customize your email signature. Here’s a step-by-step guide to setting up and managing your email signature.

Why Use an Email Signature?

Adding a signature to your emails offers several benefits:

  • Professionalism: Establishes trust and credibility with your clients.
  • Branding: Highlights your business information, including your logo, website, and contact details.
  • Convenience: Automatically includes key information in every email, saving you time.

Step-by-Step Guide to Adding Signatures in Agent CRM

  1. Navigate to Team Management Settings

    • Go to Settings >> Team Management in your Agent CRM dashboard.
    • Click Edit next to the user whose signature you want to create or update.

  2. Access the User Info Section

    • Select the User Info tab to edit the user’s profile details.

  3. Create or Update Your Email Signature

    • Scroll down to the Email Signature section.
    • Use the text box to type your signature. Customize it by adjusting:
      • Text Color and Size: Use the formatting toolbar to enhance readability and match your branding.
      • Images: Add your logo or other branding elements.
      • Hyperlinks: Include clickable links to your calendar, website, or social media profiles.

  4. Select Signature Options

    • Above the text box, you’ll see two options:
      1. Enable signature on all outgoing messages: Ensures your signature is added to all emails automatically.
      2. Include this signature before quoted text in replies: Displays your signature at the top of email replies.

  5. Save Your Changes

    • Scroll to the bottom and click the green Save button to activate your signature.

Pro Tips for Crafting Effective Signatures

  • Keep It Simple: Include only essential information, such as your name, title, phone number, and a link to your calendar or website.
  • Use Branding: Incorporate your company logo or colors to reinforce your brand identity.
  • Test Links: Ensure all hyperlinks in your signature are working correctly.

Learn More

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