Have you been wondering how to use add an email signature in JenesisNow?
Well, Jenesis insurance software for agents allows you to have an email and a text signature. All you have to do is customize it! This affordable insurance agency management system from jenesissoftware.com is your dream come true!
This video tutorial teaches you how to setup and use text and email signatures – an easy way to communicate your contact info to your prospects & clients.
JenesisNow – Adding Email & Text Signature
In this video, you’ll see how easy it is to add text and email signature details to your messages.
From the main screen, select your email displayed at the top of the page. Your profile box will drop down. Select the button that says “Profile”.
Inside your User profile, select the “Prefs” tab beneath your name, this stands for preferences. In the Email/Text Signature box you can add any contact information or links you’d want your customer to have following the messages you send.
When changes are made, the green Save button illuminates at the top right of the screen. Click Save to maintain your changes.
Now, anytime you send an email or a text through JenesisNow, that information will be at the bottom.
For more valuable information on building your insurance agency, get your copy of “The Perfect Insurance Agency” – Amazon Bestseller by Eddie Price. Learn how to grow your agency faster, improve team training, and implement simple changes to ensure success!