Choose to show or hide contact details for a senior member of your team and create a standard letter from them to use in eProposals.
Select a Property
If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.
Your page may look different from the screenshots below, depending on your eProposal configuration and the permissions you have been granted.
Navigate to Settings
In the main navigation, select the drop-down list next to your username. Then select Settings.
Select Senior Staff Info
Select the Senior Staff Info tab.
Edit Senior Staff Profile
Select Edit Profile to open the Edit Profile window and make changes. Select Save.
Show or Hide Contact Details
Choose to show or hide the staff person's email, phone and fax on the Welcome page of the eProposals you send to your clients.
Edit Senior Staff Letter/Message
Use the editor to draft or edit a letter from the senior staff member to appear on the Welcome page of the eProposals you send to your clients. Select Save when you are finished making your edits.
If your eProposal is configured for two languages, select your alternate language, perhaps Chinese or Spanish for example, from the drop-down list. Draft a senior staff letter/message in that language and select Save.
Please sign in to leave a comment.