Sending Emails

To send an email, navigate to your Details Page of the Deal, locate and click the "Send Email" button.

An Email Module will appear that will allow you to create a custom email, or select an Email Template from the drop-down.   You can data fields by clicking the button "Insert" and selecting the field that is needed for this email.

To learn how to Create and Customize Email Templates, Click Here.

To learn how to automate your email communication, Click Here.