How can I email a single proposal?
In some situations you may know that one single proposal is a perfect fit for the homeowner and you want to send them that individual proposal. To email a single proposal:
Create and Present your Consultation
In presented mode, for the proposal you would like to send, click on the Click For Details button found underneath the Net Investment/Estimated Monthly Payment
At the top right corner of the proposal, click on the Email button
In the field, type the email address that you would like the proposal to be sent to. The consultant's email address and the customer's email address that was inputted in the Customer Information section will automatically be included by default. They can be removed by clicking on the red minus button to the left of the email address. You can also add as many emails as you'd like by clicking on the Add Another Email button.
Click Send
