FreshSales CRM

How to install a html email signature in FreshSales

Learn how to easily install a html email signature in FreshSales on CRM. This step-by-step guide covers everything from preparing your signature to setting it up in FreshSales, ensuring your email signature looks professional and works flawlessly.

Key Install Guide
Install with app, supports automatic installs & updates.You can find your Signature Key on your Email Signature Rescue Dashboard, or in the email sent to you by your Admin. Copy your Key now and get ready to paste it when prompted, following the Key Install Guide.
Direct Install Guide
Install directly, no automatic install & updates.You can find your HTML file on your Email Signature Rescue Dashboard, or it is attached to the email sent to you by your Admin. Open the HTML file in your browser, then follow the Direct Install Guide.

Direct Install Guide: FreshSales CRM

Install directly into software, no automatic install & updates.You can find your HTML file on your Email Signature Rescue Dashboard, or it is attached to the email sent to you by your Admin. Open the HTML file in your browser, then follow the Direct Install Guide.
1

Open your HTML email signature file in Notepad if running Windows, or Text Edit if running macOS.

Press Ctrl + A to Select All, followed by Ctrl + C to Copy the code.

If running macOS, using the Cmd key instead of Ctrl.

2

Switch across to your web browser and your Freshsales CRM account, then from the top right of your screen, click on your Profile icon and select Profile Settings.

3

From your Profile page you will see your User Details with your Email Signature field beneath that.

Click the Source button from the toolbar at the top left, then click inside the box and press Ctrl + V to paste your copied code.

4

Click the Source button again and you will see your email signature appear. It's likely that you may see some borders around your email signature, this is normal as it's the outline of the table and cells that hold your signature together. These lines will not show when you send your emails.

Email Signature Template Charity
Email Signature Template 2
FreshSales Professional Templates

Stand Out with Beautiful Email Signatures for Freshsales on CRM

Create professional email signatures that make a lasting impression. Easy to customize, always looks perfect across all email clients.

FreshSales Email Signatures
5

Click the Save button to the bottom right of your signature setting to save your changes. Your email signature will now automatically insert when sending emails within FreshSales.

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Key Install Guide: FreshSales CRM

Install with app, supports automatic installs & updates.You can find your Signature Key on your Email Signature Rescue Dashboard, or in the email sent to you by your Admin. Copy your Key now and get ready to paste it when prompted, following the Key Install Guide.
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