Staff Signatures

Edited

This document provides a comprehensive guide for staff members on how to create and manage their own letter and email signatures within the MedicareProCRM system. By following the outlined steps, staff can ensure their communications are professional and consistent.

Steps to Create Staff Signatures

Staff members can establish their own set of letter and email signatures, similar to regular users. To create your staff signatures, please follow these steps:

  1. Navigate to your settings page and click on the "Signatures" tab.

  2. Once you are on the Signatures page, click on the "Staff" badge.

  3. This section allows you to add and customize your staff signatures as needed.

By following these steps, you can effectively manage your email and letter signatures, ensuring that all communications reflect your professional identity within the organization.