Setting up I-VOL

Setting up I-VOL

Setting your Personal Settings, creating email templates and letterheads.

Setting up I-VOL

Where do I set up my I-VOL settings?

My settings - Personal

Setting up your details including phone number/email address in I-VOL

My Settings - Email

Setting up your email in Salesforce including signatures etc..

Setting up Letterheads

How to set up your centres letterhead for email templates

Setting up email templates

Setting up email templates.

Amending Email Templates

How to change an Email Template.  

  • Change the text of the email
  • Save the template in a different folder
  • Make the template Available for Use (Publish the template).

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