Signatures
  • 22 Jul 2022
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Signatures

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If enabled, signatures will be automatically included whenever you send a text message or email through the Activity and Communications log. This is a good way to make the communications personalized so contacts know exactly who they are talking to.

Text Signature

Our texting provider, Twilio, requires we send a Sender ID on the first message you send to a contact. We have pre-generated a text signature that includes your name and team name, this will send on the first text to the sender. You can adjust the signature and set it so the signature goes out every time.

  1. Click your Profile Picture on the left menu
  2. Select My Settings
  3. Click Signatures
  4. Input your text signature. This is pre-filled by the generated signature but you can replace it with your own
  5. Select whether to send the signature the first time you reach out to a contact or every time

Email Signature

6. Input your email signature

7. This section is auto-save so there's no need to save it 



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