QRG – CRM IQ - Individual Email Communication From Prospect/Resident Page
This QRG covers how to contact a guest individually from the prospect or resident profile.
1. From the resident or prospect profile, select the Email Icon next to the guest name.
2. You will be required to enter a Subject line for the email. You may also select an Email Template from the dropdown menu.
3. Make any necessary edits to your email body or template and select Send in the bottom right corner.