You may need to update your saved email templates and personalize them for your company. These templates can be sent to multiple investors, so it's important to have accurate information.
You can also ask Aurora to do this process for you!
Creating Email Templates
Navigate to Automations in the top menu.
Toggle to 'Emails'
Create a new email template by clicking 'New Email or 'Create Email'.
Update Stage Specific Email Templates
Each CRM stage will automatically have an email template created. You can edit them by scrolling to the bottom of the page and viewing the Email Templates library.
For help creating email copy or saving email templates, you can simply ask Aurora.
