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 different spots.
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Go to Customers > Search Leads/Quotes
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Click on the Booked customers option then click on the Search button
- Find the customer you booked and click on their name
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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
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Go to Customers Level of their Account > Click the Agreements Tab
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Click Resend Agreement Email
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When the email appears on the page, Click Send
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