Email a Stakeholder from an Enquiry
How to e-mail a Stakeholder directly from an Enquiry
- Working from the View Enquiry screen, go to the Left Hand Menu and under Communiate click, E-mail Contact
- In the e-mail contact screen, firstly select your e-mail from and reply to from the drop down, then add recipients in either the 'CC' or 'BCC' fields by clicking the 'Add Recipient' red button and find your contact to add in, click Add Recipient again
- Now moving down to adding the content of the e-mail, select your associated Sub Project (if visible), your template and add an e-mail Subject
- Add an attachment (if you have one), by clicking to select a file from your computer, or, drag and drop an attachment from your desk top, max attachment size 20mb
- Click send e-mail
*Note - Upon clicking Send E-mail an Activity will automatically be recorded against the Enquiry.