How To Send an Email with a External Attachment
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or
Installation Company ERP / CRM
Installation Company ERP / CRM
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or
Firstly find the Contract the Purchase Order is associated to. Click the ‘Purchase Orders’ tab. Press the email icon on the right-hand side. Choose Template
Firstly, click on the menu and click on MI, ‘Overall Direction Visual Dashboard’. To change the report date, change the date in the top right-hand
Firstly find the Contract the invoice is associated to. Click the ‘Invoices’ tab. Press the email icon on the right-hand side of the line number.
Firstly, click on the menu and click on MI, ‘People & Showrooms Dashboard’. To change the report date, change the dates in the top right-hand
Firstly, click on the menu and click on MI, ‘Sales Dashboard’. To change the report date, change the dates in the top right-hand side corner.
Head to the main menu, Contracts, ‘Live Contracts’. Find the Contract you are looking for and press edit. Click Invoices on the banner at the
The first task you will need to do is to either take your existing documents and convert them to compatible templates or create a new
(To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to
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