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How do I Email a Distributor?

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Updated on July 10, 2020 05:44AM by Admin

  • Log in and access the Distributors app from your universal navigation menu bar.
  • Create a new distributor or select a distributor you would like to email. Select the “Email” tab found in the distributor’s overview page.
Overview

  • In the Emails tab, select the Compose button to send an email. In the Compose side panel, add the information related to the email like the recipient, subject, body of the email, and tags.
  • You can attach files to the email.
Email tab

  • In the Associated With dropdown, you can also associate the email with records in other applications of Apptivo.
  • By doing so, the email copy will also be available in the associated record once it is sent.
Associated With

  • The selected record is added to the Associated With list.
Added to List

  • Click on the “Send” button to complete. An email will be sent to the recipient’s email address.
Email

  • In addition to the Distributor’s app, a copy of the email will be recorded in the “Associated With” record. Here, a customer profile in Customers App.
Customers App