How to edit Email Signature: A Step-by-Step Guide

Want to make your emails stand out with a professional and informative signature? This guide will show you how to easily edit your email signature file within the CRM.

Steps:

  1. Access the "Compose Email" Screen:

    • From the home screen, click on the "Email" tab.
    • Click the "Compose Email" button to open a new email window.
  2. Locate the "Edit Signature File" Link:

    • In the upper right corner of the "Compose Email" window, you'll find an "Edit Signature File" link.  Click on this link.
  3. Edit Your Signature:

    • A new window will open displaying your current signature file.
    • You can now edit the signature content to your liking. Add or remove information, change the font, insert images, or links, and format the text as desired.
  4. Save Your Changes:

    • Once you're satisfied with your new signature, click the "Update Signature File" button to save your changes.

Key Points:

  • Your updated signature will automatically appear in all future emails you send from the CRM.
  • You can edit your signature file as often as you like to keep it current.
  • Consider including your name, title, contact information, and company logo in your signature for a professional touch.

By following these simple steps, you can create a personalized email signature that reflects your brand and provides recipients with essential information.