By default, the from name and from email address entered in the settings page will automatically be applied to every email sent from every user in your instance of Lead Gen & CRM.
Administrators | ✓ | |
Company Managers | ✓ | |
Marketing Managers | ✓ | |
Sales Managers | ||
Salespersons | ||
Jr. Salespersons |
You can modify merge variable settings as necessary.
To modify settings for merge variables within emails, do the following:
Up to 2500 characters can be entered into merge variable fields.
Note: Global merge variable settings can be overwritten in the email designer.
You can add custom variables to your collection of available merge variables.
To add custom variables, do the following:
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