Email Properties

Please click on the image below to access the Email Properties Training Guide.

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• Related Articles

• Email Types Keyword Lists

  Please click on the image below to access the Helpsheet for Email Types Keyword Lists. ​

• Creating a User Report to Verify Clients with Email

  Please click on the image below to access the Helpsheet for Creating a User Report to Verify Clients with Email. ​

• Creating a New CPL User Account

  Please click on the image below to access the Helpsheet for Creating a New CPL User Account.

• Estimates

  Please click on the image below to access the Estimates Training Guide.

• Insurance Module

  You will find links below to 2 Insurance Module Training Guides which take you through setting up insurance policies in CPL and running through the insurance claims process. Insurance Policies Training Guides Insurance Policies Training Guide v1.2 ...