1. Open Settings from your personal profile menu.

 

2. Open "Email template defaults" from the "My Defaults" section of the page.

3. Access your email templates via the "Click here to create or modify your email templates" link.

 

4. Create templates that can be used to email prospecting search results, CMA reports, etc. to your clients with personalized, custom messages. After you create a template once, it can be reused to send messages to all of your clients.

Available categories include:

If you would like your new template to be a default for the category you have selected, don't forget to check the box next to that option in the Current Template Name line.