14.12 How to Send an Email
email from Tradepoint is a simple process. Tradepoint also allows you to generate
new and respond to existing email from more than one location within the
software. We will go over some of these examples.
Email from the Email section is Simple. From the toolbar in the Home tab click
the Email icon.
Email window will open. Simply click the New Message icon on the far left of the
toolbar icon within Email and a new email message window will open complete with
any of your settings such as Templates and built in signature.
will also allow you to generate New Email Messages from a contact such as a Lead
or Customer and from within the Personnel sections of any contacts within the
CRM component of Tradepoint.
To generate a
New Message from a Customer Contact click on Lead, Customer, or Reseller and
then click on the Contact Info screen. The section at the bottom of the Contact
Info will look like the screen view you see below.
click on the E-mail icon a New Message window will open with any
templates and signatures built in.
You will also
be able to send an email message directly from a Personnel contact by clicking
the Email icon from the details screen of their file.
will also allow you to respond to existing Emails from a Project. Simply click
on the Projects icon from the Home Tab Toolbar. Then click on
the Email icon within the Projects toolbar
highlight an existing email within that section you would like to respond to and
the email window will open with your information pre-populated in the