Global Attachments for Emails
New
Please add the ability to have "global attachments" that can be added into any email. We have customers that ask for W-9 forms a lot... and we always attach a new version to the lead, then send it from there. I bet there's 40 versions of my W-9 on the I.O. servers. I would like to be able to put them in the company settings and recall them at any time when sending emails. Thanks!
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In the case of the W9. We have a page on our website where ours lives. We send a link to that page. Every year we update the pdf that is on that page but the URL doesn't change. Which means the email doesn't change.
In the case of the W9. We have a page on our website where ours lives. We send a link to that page. Every year we update the pdf that is on that page but the URL doesn't change. Which means the email doesn't change.
we have created an email that we can send from the lead email that we ask for or respond to those questions
we also have emails we send when a client asks for insurance, tax exempt status request form, if they want a w9 or any of those things
We just open the lead and send email.. the good thing is it makes it very easy from within the lead and we can track we sent it in the CRM
we have created an email that we can send from the lead email that we ask for or respond to those questions
we also have emails we send when a client asks for insurance, tax exempt status request form, if they want a w9 or any of those things
We just open the lead and send email.. the good thing is it makes it very easy from within the lead and we can track we sent it in the CRM
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