It's time to announce your 5-Star Referral Center!
1. Download and customize the email template.
From BRO Home page, open myClients.
Click Settings and choose Email Templates.
Click Samples, scroll to find the 5-Star Announcement emails. Choose your version and color.
Click to open the template.
Update the red text and insert your URL where indicated.
Save when done!
2. Send the email.
Use myClients to send the email to everyone you'd like to announce your 5-Star Referral Center to.
To learn how to send an email to one contact see: How To: Send an Email.
To learn how to send an email to a group see: Working With a Group of Contacts - ClientTouch Workgroup.