02-15-2017 08:50 AM
My version: Act! Premium Version 126.96.36.199,
Hi My name is Brian. I a a salesperson for an environmental company. I have put together a bio in a word template that i would like to send to customers before going for site visits. When i Go to send it as an email however everything is misplaced.
I Would like to know how i can set up the word template so its looks same in an email as it does in a word document.
02-16-2017 03:00 AM
02-16-2017 07:23 AM
Thank you Gary this was very helpful,
I am using the write Write > E-mail Message (from template). I find this easier for quick emails to new customers. I was able to adjust the layout the way i wanted it to look in out look.