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Send Quotesheet via text

Now agents can send quote sheets to their contacts or potential customers both via email and text.

  • Navigate to Pipelines
  • Click on a dealcard
  • Scroll down on the right to find the intake form
  • Click to add
  • Click on import intake for
  • Select the category from the dropdown provided
  • Choose the sub categories
  • A popup will arise asking if you are sure to import the intake form.
  • Click yes to import.

A popup notification will flash on top right saying Intake form imported successfully.

Now quote sheet/ intake form can be sent both via email and text.

To send the quote sheet to the contact or to anyone else who is not in the contact list.

  • Navigate back to the intake form section
  • Click on send. 
  • A window will open asking to choose to whom to send the intake form.
  • In case if you want to send the quote sheet/ intake form to the contacts
  • Click on send to contact
  • On clicking there will be two options- Send as Email or Send as text.
  • Choose anyone to send the intake form/ quote sheet. 

In case you want to send the quote sheet/ intake form to the contacts or others On clicking there will be two options- Send as Email or Text. 

To send via email:

  • Select send as email
  • A window will open where you need to
  • Select the template from drop-down
  • Select signature
  • Enter the email id to whom to send
  • Enter the subject line
  • Write the content
  • Attach any file if required
  • Click to send.

A popup notification will be displayed on top right for successfully sending the email.

To send as text:

  • Select send as text
  • Type the phone number
  • Select the template from drop down
  • Write the message
  • Attach any file if required
  • Click on send. 

A popup notification will be displayed on top right for successfully sending the text message.

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