We are sending about 200 quotes a month between the 8 inside sales team. To make your system truly user friendly for those heavy users we need this implemented. My customers and reps are always confused because they can't see that I sent this to the customer and cc'd the rep. The rep always calls me to ask if they need to forward. I explain if they open it, they can see the little bubbles of who received this. It is a lot of extra steps for them to do this. I'd like to just have the Email screen be shown in the email as it is on our send menu. thanks!
Edna Sugden supported this idea ·
We are sending about 200 quotes a month between the 8 inside sales team. To make your system truly user friendly for those heavy users we need this implemented. My customers and reps are always confused because they can't see that I sent this to the customer and cc'd the rep. The rep always calls me to ask if they need to forward. I explain if they open it, they can see the little bubbles of who received this. It is a lot of extra steps for them to do this. I'd like to just have the Email screen be shown in the email as it is on our send menu. thanks!