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Customize Email and SMS Templates

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szeitz edited this page May 18, 2021 · 2 revisions
  1. From setup choose "Classic Email Templates".
  2. In "Classic Email Templates" - change the Folder to "Service Recommendation" and select - "Initial Client Referral Text".
  3. Under "Email Template" section click on "Edit Template" button.
  4. Change the body to - as below screenshot or modify as of your choice.

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