Adding/Editing Email Signature

To add or edit your email signature, which is attached to outgoing email from the REfindly CRM, click on your name in the upper right corner of the CRM and choose Profile from the drop-down menu.


The Accounts tab will appear. On the bottom right of the page you will see a box labeled Email Signature.

In the box enter your email signature. You may use the editor formatting features to apply formatting to your signature, as well as insert an image.

When you have entered your signature, click the   button to save your changes.