Email Customer Quotes
Description
Cause
Resolution
  1. Select Customers, then Transactions, then Customer Quotes.
  2. Open the quote, then select Actions, then Edit.
  3. Select the Send dropdown list, then select Email.
  4. Select the Email signature dropdown list, then select your email draft.
  5. Select Email report.

    NOTE:

    You can now draft an email with Copilot.

     

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