How to Set Up Your Email Signature in Simply CRM

Setting up your email signature in Simply CRM ensures that all your outgoing emails have a professional and consistent appearance. Follow the steps below to add or update your signature.

Step 1: Log in to Simply CRM

1. Open your web browser and go to your Simply CRM login page.

2. Enter your credentials and sign in to your account.

Step 2: Navigate to User Settings

1. Click on your profile icon in the top-right corner.

2. From the dropdown menu, select "User Management" → "Users".

3. Locate your name in the user list and click on it to open your user profile.

Step 3: Edit Your User Profile

1. On your User Profile page, click the "Edit" button in the top-right corner.

2. Scroll down to the "More Information" section.

Step 4: Add or Update Your Signature

1. Find the "Signature" field within the "More Information" section.

2. Click inside the signature box to open the editor.

3. You can either:

   • Manually type your signature (e.g., your name, job title, contact details).

   • Copy & paste a pre-designed signature from another source (e.g., Outlook, Gmail, or an email signature generator).

   • Insert an image (e.g., company logo) by clicking on the image upload option, if available.

Step 5: Save Your Changes

1. After entering your signature, double-check the formatting.

2. Scroll back up and click the "Save" button to apply the changes.

Step 6: Verify Your Signature

1. Send a test email from Simply CRM to confirm that your signature appears correctly.

2. If any adjustments are needed, repeat Steps 3–5.

Common Issues & Solutions

• ✅ Signature Not Saving?

  Ensure all required fields in your profile are filled before saving.

• ✅ Image Not Displaying?

  Check if the image link is correct or try re-uploading the image.

• ✅ Formatting Issues?

  Try pasting as plain text first, then apply formatting within Simply CRM.