Press ESC to close


10 Articles
Agent CRM Team
1 Min Read

Chris Gallagher asked us, “Email Template Question: If I have sent a previous series of emails as a Campaign, how can I save them as templates for creating a new Workflow. Example: Over the past 7 days, I have sent out a series on a…

Agent CRM Support
1 Min Read

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…