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- Getting Started
- Getting Started for Agents
How to set up your personal signature
Your personal signature will be applied to Engage emails and Home Value Dashboards for all contacts assigned to you.
Step 1:
Click on the profile icon on the right and then click Settings.
Step 2:
Click on Profile in the left side menu and scroll to Personal.
Step 3:
If you have not already, upload your headshot by clicking Edit and uploading a high resolution file.
Step 4:
Confirm that your email address and phone number are correct, as these will appear in your signature.
Click Save Changes.
Step 5:
Scroll down to Signature. You will see a preview of your personal signature on the right.
Step 7:
Click Preview Email and Preview Dashboard to view how the signature will appear on Engage emails and Home Value Dashboards.