Sending an Email to a Customer

An Email can be sent to a Customer two different ways. One way is directly through the Email section, and another is through the Contact File.

An Email can be sent through the Email Section by clicking the Email icon in the Home toolbar.

This will open the main Email section. From there the new message icon will open a Email message page. Further by typing in part of the email address into the Address field and Tradepoint will pull up the contacts starting with the information you entered. From there simply highlight the desired email address and click on it to add it to the field.

The send an Email directly from a Contact find the contact whether it is a Lead, Customer, Reseller, Supplier or from the Rolodex. On the main contact information page you will find where the main email address is towards the bottom of the page. Click the email icon  next to the email address.

A New Message window will open and you can fill in the details of your Email and send it when you are finished creating the message.