We are currently updating our site; thank you for your patience.

CRM Settings

Company Default Email Settings

When a salesman is sending an email where he has not configured his own salesman signature, this default email signature will be used for the email.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

Salesmen Settings / Email Settings

  • Click on the Settings button to the right of your UserName.

  • The session Options page will pop up.
  • Click on the Salesmen Settings tile.

  1. The Salesmen tab is selected by default.
  1. Click on the Email Settings tab to edit the default email signature.

  • The Email Signature section will be displayed.

  1. Within the Design tab,
  2. type in the default signature and or
  3. paste an image as the default signature. You can resize the image if required.
  4. You can use the tool bar to customize the default signature.

  1. Click on the ../../../Service/LatestRelease/L tab if you wish to customize the default signature in ../../../Service/LatestRelease/L.
  1. Click on the Preview tab if you wish to preview the configured default signature.
  1. Click on Save.
      • Note 1: Remember to maximise your screen if you do not see the Save button.
      • Note 2: Remember you can also use the Save icon at the top right of your screen to save changes.

  • You will return to the Dashboard.