Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

When sending emails that include attachments, the attached files are saved, as well as the email itself.


1. Send email

An email can be sent from within the system in various places

For example: 

  • Click envelope icon beside an email address

Emails can be sent from various areas within Reapit Agency Cloud

For example: from the offers screen, the sales progression screen and when booking a diary appointment

2. Saved email in Activity Feed

After the email is sent, a record of this is added to the Activity Feed of the related record(s)

  • Sent emails and letters are shown with an envelope icon

  • Emails that have been sent with an attachment also display a paperclip

  • Double-click the email to open


3. Saved email

The sent email is shown including:

  • recipient name(s)

  • email message

  • attached file(s)
    Double-click to open/view the attached file


  • No labels