Sharing Email/Letter Templates

If you are an agency principal you can make email/letter templates and then share them with your downline agents. This guide will walk you through that.

1. Navigate to your Reporting page

2. Click the "templates" section

3. Click on the template you want to share

4. Toggle on "Share with Downlines"

The downline agent should follow the steps below to incorporate the shared template into their system

1. Navigate to your reporting page

2. Click the "Templates" section

3. Click "New Template"

4. From the popup click "Shared Templates"

5. Select the template you want and then click "Chose this template"

6. The Shared Template will load into your editor where you can make changes if necessary. When satisfied click "Save"