1.1 Basic Navigation
1.2 Home Page
1.3 Report Builder
1.4 Dialer
1.5 Tasks
1.6 Commissions
1.7 Calendar
1.8 Search
1.9 Create Account
1.10 Site Settings
2.1 Account Types
2.2 Side Bar & Account Header
2.3 Details
2.4 Documents
2.5 Applications
2.6 Attachments
2.7 Calendar
2.8 Email
2.9 Policies
2.10 Comments
2.11 Activities
2.12 Custom Forms
2.13 Tags
2.14 Account Owners and Editors
3.1 Users & Groups
3.2 Carriers
3.3 Custom Fields
3.4 Field Displays
3.5 Custom Forms
3.6 Email Templates
3.7 Email Campaigns
3.8 DocGen
3.9 Policies
3.10 Tags
3.11 Workflows
3.12 Commissions
3.13 Google & Outlook Integration
3.14 Calendar Integration
3.15 Data Importer
3.16 Notification Templates
Account: Add an Individual to a Group Account
Account: Create an Account
Config: Add a Custom Field
Email: Cancel a Scheduled Email
Email: Create an Email Campaign
Email: Reschedule an Email
DocGen: Create a Template Form
Email Templates are powerful, customizable, and reusable templates for use in email communications from Surefyre. They automate the previously tedious tasks of transcribing context specific Account or Policy data, attaching documents, attaching files, and executing email campaigns.
Video Tutorial: Creating a Happy Birthday email template
Video Tutorial: Creating a Homeowners Renewal email template