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CLIENTS:
How many clients can I handle?
You can handle an unlimited number of clients and prospects.
EMAILS:
Can I send just one E-mail as opposed to send all in the TO SEND group?
Yes, just click the button SEND THIS E-MAIL NOW and only the current e-amil will be sent....
How I can prevent an e-mail from being sent when pressing the SEND ALL button?
Click on the SENT LATER selector and the current e-mail won't be sent until you deselect the selector in spite that you click the SEND ALL button.
How I can print just part of an e-mail instead of the whole e-mail?
In some cases is desirable to print just part of an e-mail (maybe just the response avoiding all previous communications). Just highlight the text you want to print and click the Action Button (those Red buttons found everywhere).
In a REPLY or FORWARD I would like to hide some information in the emails without deleting it.
Simply use double brackets (like ) around the text that your want to hide. The information still will be there for you to see but the actual e-mail sent won't have the text you put between double brackets.
TEMPLATES:
Can I add a signature to a template?
Yes, it is possible to enter a picture of your client's signature to any template
VIDEOS:
How to Find Records?
Click here to download a 640 x 480 Resolution File
Click here to download a 1280 x 1024 Resolution File
Tutorials:
Please visit the Tutorials page to download tutorials in PDF and video formats
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