Account

Email Settings

Set your personal sender email and name. Emails you send from the CRM will come from this address. Must be a verified sender in SendGrid.

Email Signature / Footer

This signature is automatically appended to every email you send. Use the toolbar for formatting, or paste HTML directly.

Tip: You can paste images/GIFs directly, or use the Img button to add an image URL.

Phone Numbers

Provision a Twilio number to use as your outbound caller ID and to receive inbound calls.