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Review and Edit Your Email & SMS Templates for Seasonal CMA Send

Seasonal CMA – Step 1: How to Edit Your Email & SMS Templates

Sending a test CMA to your property owner

Seasonal CMA – Step 2: Test Sending Your Seasonal CMA

Seasonal CMA – Step 3: Sending Your Seasonal CMA in Bulk

Luke Newton

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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