How to send a Flyer

Modified on Mon, 31 May, 2021 at 10:23 AM

 

Navigate to CRM > Contacts > Manage Contacts OR Manage Groups

 

Find the contact or group you wish to send the Flyer to and click on the envelope (email) icon;

Click Next

 

 

On the Info tab, type your subject line and select the IOV template;

Click Next

 

 

Add text if you wish on the Message tab;

Click Next

 

 

 

On the Content tab, select the IOV category

 

 

After selecting the IOV category, go ahead and select the Flyer you wish to send;

Click Next

 

 

Check that all is as it should be on the Preview page - go back and edit if need be

 

 

Click Send once you are happy with the Preview.

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