Include testimonials in your CMA report to help you stand out from the competition and communicate your past successes to your prospective clients.
Adding a testimonial
To add a testimonial, tap on Testimonials then tap Add Testimonials. All the fields are optional and empty fields will not appear in the final report. Tap Save to save a testimonial.
Note: There is a 24-character limit for the Testimonial title.
Image 1: Adding testimonials.
Editing a testimonial
- tap on Add Testimonials to add more testimonials
- tap on an existing testimonial to edit it. Tap Save to apply your changes
- tap on the bin icon to delete a testimonial
Image 2: Editing testimonials.