Quote request to customer/lead
Answered
How do I create an event on behalf of a lead and have an automated quote email go to them?
How do I create an event on behalf of a lead and have an automated quote email go to them?
The same question
This article HERE goes over creating a new lead. Then in the Settings--Email Center there is an auto template you can make active for "Customer - Recent Quote (admin created)".
This article HERE goes over creating a new lead. Then in the Settings--Email Center there is an auto template you can make active for "Customer - Recent Quote (admin created)".
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