Bryce Blackham asked us, “Do you know if it’s possible to have a form that I can send to people and collect their signature that will store as a pdf in agent CRM? (A feature that might work like DocuSign) “Yes! You can create a…
signature
2 Articles
Raymond Truong asked us, “How to attach email signature in agent crm email or email template.” “Here’s a video I made to guide you in setting up your signature inside agent CRM: https://www.loom.com/share/6a1356772ff44a2a8b08fcc0cadfc3eb If you are using the new sidebar this video is for…