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Sales App - Assortment Planner - Email Assortment Planner

To email Assortment Planner documents click [...] and [Email]
Email Assortment Planner Documents
Complete the form and then click [Send]
Enter your message and Send

1. Add the client email address by clicking on '+ ' and selecting from drop down list or you can click on head icon to add your own address ( as created in 'cc' in Settings )

2. You can add a 'bcc' client email address or add your own email address

3. Select your attachments (see below for image of page)

4. Enter your message - this will also auto populate with any text entered in Settings - you can add more text if required

Chosing the right email address for client

Chosing the attachments you want to send

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