Step 3 of 9
Setting Up Signature
Learn how to add your digital signature to make your communication more professional.
Step-by-Step Guide: How to Add Your Digital Signature in the CRM
Access Your Profile Settings
1. Log in to your CRM account.
2. In the left-hand sidebar, scroll all the way down and click on “Settings.”
3. Then, scroll up slightly and select “My Profile.”
Locate the Signature Section
4. Inside the My Profile module, scroll down until you reach the section labeled “Signature.”
Create and Enable Your Signature
5. Activate the toggle “Enable signature on all outgoing messages.”
6. In the signature editor:
- You can type your signature manually
- Or paste a pre-designed signature using copy and paste
7. Use the toolbar at the top to customize your signature:
- Format text (bold, italic, underline)
- Add images, links, or logos
- Align or style your signature as needed
Save Your Signature
8. Once your signature is ready, scroll down and click on “Update Profile” to save your changes.
Important Note
Each team member must complete this process individually by logging into their own CRM account with their personal username and password.
That’s it! Your digital signature is now active and will automatically appear in all outgoing messages sent from your CRM.
Setting Up Calendar
Integrate your external calendar to make your daily work easier.
Step-by-Step Guide: How to Connect External Calendars to Your CRM
Access Your Profile Settings
1. Log in to your CRM account
2. In the left-hand menu, scroll all the way down and click on “Settings.”
3. Then, scroll up slightly and click on “My Profile.”
Go to Calendar Settings
4. Inside the My Profile module, scroll down to find the section called “Calendar Settings.”
5. Under this section, you’ll see “Connected Calendars.”
Add a New Calendar
6. Click the “Add New” button.
7. A pop-up window will appear showing multiple calendar options.
8. Select the calendar service you want to connect (e.g., Google Calendar or Outlook), and click “Connect.”
Complete the Integration
9. Follow the on-screen prompts to complete the connection.
Each calendar platform may have a slightly different integration process.
Importante:
Before clicking “Connect,” make sure the calendar account is already logged in on the same browser you’re using to access your CRM. This ensures a smooth integration.
That’s it! Your external calendar is now connected to your CRM and ready to sync appointments automatically.
Setting Up Email
In this video, you’ll learn how to connect your personal email account to the CRM.
Step-by-Step Guide: How to Integrate Your Email Account with the CRM
Before You Begin
Make sure you are logged into your browser with the primary email account you use for your business.
This will help the CRM automatically detect your email during the integration.
Access Your Profile
1. Log in to your CRM account.
2. In the left-hand menu, scroll all the way down and click on “Settings.”
3. Then scroll up a bit and click on “My Profile.”
Go to the Email Section
4. Inside the My Profile screen, look to the right-hand side and scroll down until you find the Email section.
5. This is where you can link your email account to the CRM.
Be sure you're already signed in to the email you want to integrate, or have your credentials ready.
Connect Your Email (Gmail or Outlook)
6. Choose whether you're connecting a Gmail or Outlook account.
7. Click the “Connect” button.
8. A new window will open where you can:
- Select the email account you want to connect.
- Click “Continue” to accept the terms.
- Check the “Select all” box to grant all necessary permissions.
- Click “Continue” again to complete the process.
The integration will be completed immediately.
Optional: Connect Your Gmail to Marketing, Analytics, and Other Google Tools
Access Google Integrations
1. Stay on the same screen (My Profile).
2. On the right-hand panel, locate the section called “Integrations.”
3. Look for the Google integration module.
Complete the Integration
4. Click on the “Sign in with Google” button.
5. A window will open where you can:
- Choose the Google account you want to integrate.
- Click “Continue” to accept the terms.
- Check the “Select all” box to grant permissions.
- Click “Continue” again.
Once done, your Google tools (like Calendar, Ads, and Analytics) will be connected to your CRM account.
That’s it! Your email and Google tools are now fully integrated with your CRM, giving you a smoother and more connected experience.
Next up: Learn how to access payment integrations.
Payment Integrations
Haven’t added your payment method yet?
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