Create an email signature for an agent
Create an email signature that can be attached to outgoing email messages.
- Create or edit an agent, as follows:
- At admin.bold360.com, go to Organization > Agents.
- On the Agent Management page, select an existing agent or click Create New.
The New/Edit Agent page is displayed.
- On the Email Settings tab, set the following options:
Option Description Email Name The name to show in the email From field. Email Account The email account to associate with the agent. Use Email Signature
Never – Do not add the email signature to outgoing emails.
First Outgoing Only – Add the email signature to the first outgoing email (new email or first reply).
All Outgoing – Always add the email signature to outgoing emails.
- To set up the signature, use the HTML and/or plain text editor.
- Save your changes.