Attachements to Email from IO

Greg H. shared this question 22 months ago
Answered

I know there is an attachment button on our email center when sending an email to a client but it only allow for 3 options

64e0036849a830be964ff2b0b57eaea0


it there a way where we could attached our own PDF or JPG file to it?

we do tent layouts all the time and we have to sent the client a diagram with the quote or contract.

currently we send the IO contract and then have to email them the layout for outside IO

it would be great if we could add the attachement to the order and then pick to sent it or even pick from a folder on our computer to attach a file to send the customer.

Comments (2)

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You should be able to add the attachment to an old lead and then it will be available on the attachment list after doing so.

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awesome.. that works great!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

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Greg, please explain. The only way I can attach a file to an email is if I have attached the file to that specific lead. Is that what you're doing here?

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