Send emails to your clients on the Client page

1. Navigate to Client Management Page

2. Enter the name of the client name in the search box. Then, select the client name once it appears below.

3. Click the 'Email" button

4. In the prompt modal, Select the message type 'Direct or Promotional', enter the email’s subject, and enter your message. Preview your email before sending it to your client.

5. Click save or send. Once done. Email sent/save successfully modal prompt.

6. You can check the save email on the Correspondence Page

Did this answer your question?