Client Contact Management
This section contains information pertaining to managing contact with your clients, whether by SMS, Phone, or Email.
- New Feature – Generate/E-mail Template
- E-mail Functions
- Import Email - Upload document in Document Vault (@D Function)
- Group Management
- How to Add an Email Signature
- How to import emails to AdviserLogic
- How to use Mail Merge
- How to use the Email System
- How to use the SMS System
- How to set up the Birthday SMS
- How to create Email Templates
- Advanced Import Features (Bulk Emails and Tasks)
- How to create File Notes for multiple clients at the same time
- How to track your emails
- How to add a file note