If you have a client that likes a particular flyer template used for all of their property sites, you can set this as a default. When this default is set, that particular flyer will be automatically be created for all of their new property sites. This will save both you and your client the time and trouble of creating a flyer for each new property.
How to set a default flyer
Click the steps below for a detailed walk-through:
Step 1: Click the Clients tab
Step 2: Search for the client
Step 3: Click the client name
Step 4: Click the Client Detail tab
Step 5: Scroll to the Default Design & Flyer section
Step 6: Choose desired flyer
Step 7: Click "Save Updates"
Step 1: Click the Clients tab at the top of the page.
Step 2: Search for the client that you would like to set a default flyer template for.
Step 3: Click the clients name to go to the Client Summary page.
Step 4: Click the Client Detail tab on the left-hand side.
Step 5: Scroll down to the Default Design & Flyer section.
Step 6: In the Default Flyer drop-down menu, select your clients desired flyer template.
Step 7: Click the "Save Updates" button. This flyer will now be automatically created on the Print Materials page for your client's property sites.
For any additional questions, our Support team is ready to help you!
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