SME Professional

Correspondence - Property Information Questionnaire (PIQ)

Documents - Viewing previously generated statements and emails

Correspondence - Viewing previously sent emails and text messages

Correspondence - Adding correspondence

Correspondence

Template documents - Using custom merge fields

Template documents - Generating a document/email

Template documents - Overview

Template documents - FAQs

Template documents - SME Professional documents portal

Template documents - Using signature merge fields

Template documents - Adding a document header

Template documents - Removing/deleting templates

Template documents - Uploading a new template

Template documents - Editing an existing template

Template documents - Creating a new template

Template documents

Emails - BCC functionality

Emails - Sending a bulk email to all sellers/potential buyers

Emails - Enabling spell check

Emails - Sending a bulk email to all tenants/landlords

Emails - Setting default send email address

Emails - Setting up internal emailing

Emails - Troubleshooting

Emails - Sending emails to multiple email addresses for one contact

Sending emails

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