3. How to Set Up Your Email Signature

3. How to Set Up Your Email Signature

Introduction

This article will show you how to set up your email signature in your BluMortgage CRM to add a professional touch to your outgoing emails and to help reinforce your brand identity.
If you have any questions about this article, reach out to support@bluroot.ca

How to Use

Below are the steps on how to set up your email signature.
  1. Sign into your BluMortgage CRM Account
  2. Access the Setup Page
    1. Click on the "Setup" icon (⚙️) on the top right of the page next to your profile picture.
    2. In the box labelled "Channels", click on "Email".
  3. Adding a Signature
    1.  At the bottom of this page, click on "Add New Signature"
    2. Name your signature in the "Signature Name" field
      Please do NOT use any special characters
    3. Select an email address to link to your signature
    4. Copy and paste your current email signature into this box and then click "Save"

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