How To Resend a Booked Customer Their Confirmation Email/Agreement Terms

How-Tos - 
If a new customer has been booked via the Quoting Tool (Office or Online) the Customer's Agreement Terms Email can be resent from a couple of different spots.

From the Quote:

  • Go to Customers > Search Leads/Quotes

  • Click  on the Booked customers option then click on the Search button

  • Find the customer you booked and click on their name
  • Within the Lead you will see the converted quote. Choose the Dropdown Arrow to the right and choose Send Confirmation

  • When the email appears on the page, Click Send



From the Customer Profile: 

  • Go to Customers Level of their Account > Click the Agreements Tab

  • Click Resend Agreement Email

  • When the email appears on the page, Click Send



Please note: The email address in the Lead will be where the Agreements Email will be sent. If you need to update the email address, you can click Edit to change the email address. 




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