HELP & SUPPORT
1
Adding Contact to WIX
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Log on WIX
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Select CAO INSURANCE AGENCY dashboard
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Choose on Customer & Leads on the menu and click Contact
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Click on CREATE NEW on the top right button & slelect Contact
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Fill in needed info
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Click ADD LABEL & selct MORTGAGE BROKER and save
1
WIX email using inbox
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Log on WIX
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Select CAO INSURANCE AGENCY dashboard
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Click on INBOX on the menu
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Click on NEW MESSAGE on the top right button
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Type the contact & create email
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Type subject: "Hazard Insurance for Closing"
2
WIX email using email marketing
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Log on WIX
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Select CAO INSURANCE AGENCY dashboard
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Scroll over MARKETING on menu & select EMAIL MARKETING
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Choose MORE TEMPLATES
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Select MORTGAGE1 OR MORTGAGE2
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Type in the CONTACT you want to send to, click next
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Edit subject and type "Hazard Insurance for Closing"
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Click SEND NOW