Perenso has been updated to support the ability to email content to customers within a call.
In the Content work item in a call, an Email content to customer option has been added, and when ticked, users will be able to attach content from the work item to send to the customer.
- From the Content work item, either select content to attach with the Attach icon, or tick the Email content to customer option.
- You are able to select as many content pieces as desired from all albums, and you will see all the attachments listed.
All attached content will have a blue Attach icon to indicate they have been added to the email.
- The default send to address will be the Primary Email Address for the account.
You can change this by ticking Other and entering in a new address.
NOTE: You are only able to send content to 1 recipient at a time.
- You can also enter an optional message with the content.
- Once Send is clicked, the email with all attachments will be sent.