Installation Company ERP / CRM


How To Send an Email to an Enquiry

To Do This:

  1. Select the Edit button beside the Enquiry. Scroll down and select the blue email icon beside the enquiry email address.
  2. A Compose Email box will pop up – Select the email template you’d like to use or alternatively, scroll down and compose your own.
  3. Add any attachments if required and select Send Email.
  4. Refresh the page and the email sent will appear in the enquiry notes.

Thank you for watching our how-to video on How To Send an Email to an Enquiry, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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