COMING SOON - Customizable email templates!!

Customize your email templates and admin reports!   Email templates & admin reports customization! Leveraging the power of our Google Drive integration, you can now customize your admin reports, CDA's, and email templates in Google Docs then generate them into attachable PDF documents for sending in a deal! Start Customizing Have a question? Let us know - either respond to this email, or you can always contact our team via in-app chat & support email as well. We're here for you!

Email templates

Turn the old email templates from this.                                            .   

To something like this 

Admin reports

Turn the old admin reports from this.                                                  

To something like this

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CDA reports

Turn the old CDA reports from this.                                         

       

To something like this

• Topic Participants

• Ilona Edens