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Automatic Emails

Copper Contributor
Posts: 5
Country: USA

Automatic Emails

What I want to be able to do is create an email template (or modify an existing one) that would include the appointment time, the reps info and picture, etc.  Then, after I enter in a new customer and set up an appt, I want that info to auto-populate to the template and automatically send out to the customer.....rather than going into Outlook and doing everything twice.