BlogProspect Manager Email Signatures & Tweaks

Prospect Manager Email Signatures & Tweaks

Prospect Manager Email Signatures & Tweaks

Available Tuesday 6th February 2018

You now have the ability to enter an email signature on admin user records (in this case you'd be using it for sales agents) and have this displayed within the emails you send via Prospect Manager by adding in the tag {{ email_signature }} to the "email quote" system page.

Membership number (often renamed to Account ID via site defines) now appears on the main user record and prospect activity record which saves having to look it up. 

The "value" field displayed in the email message will be suppressed if the value is zero (tip: remember to remove the preceding text which is normally just the word 'Value".

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