Installation Company ERP / CRM


How To Send an Email

To Do This:

  1. Within your Lead or Contract, head to the Activity tab and select the Emails tab.
  2. Select ‘New Message’. Then, select the email address you’d like to send it to (this should filter through from your Contact’s details).
  3. Select the Email Template (you can add these in your Admin settings. Or alternatively, write a manual email in the Email Content box.
  4. Select an attachment from the system or file explorer if required. Click on the ‘Select Attachments’ or ‘Select Files’ to do this.
  5. Select ‘Send Email’ if your happy to go ahead and send the email.
  6. The sent email will display in the email menu to the left. To view it, simply click on it.
  7. Alternatively, you can send an email by clicking on the email icon beside the customers name (top right-hand side of the screen).
  8. Repeat the previous process by selecting a recipient and email template.
  9. Select ‘Send Email’ when finished.

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

Did This Answer Your Question?

If not, try searching for another article below…

See what Joe thinks about Business Pilot

Request a Call Back

  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.