CRM Daily Work
Email footers
The signature added to email sent from the CRM: the organisation default, individual overrides, and which one wins.
Last updated September 2, 2026
Email sent from the CRM carries a footer — your sign-off, contact details and anything your business is required to include.
Two levels
| Footer | Set in | Applies to |
|---|---|---|
| Organisation footer | CRM Settings | Everyone who has no footer of their own. |
| Team member footer | Team Members | That person, instead of the organisation one. |
A person's own footer replaces the organisation default rather than being added to it, so an individual footer needs to carry everything that has to be there.
What to put in the default
- The business name and how to reach it.
- Anything your industry or country requires on business correspondence.
- Nothing that changes often — a footer with last season's promotion in it is worse than no footer.
CHECK IT ON A PHONE
Most business email is read on a phone. A footer with a wide image or a four-column layout looks fine on your screen and breaks on theirs — send yourself one before rolling it out.