EventPro Software User Manual

In this chapter, we will explore how to create, record, and send communications in EventPro.

•Types of Communications

•Communications Area Overview

•Start an Email

•Prepare & Send an Email

oEmail Recipients

oLinked To

oOptions/Details (including Scheduling)

oSubject

oContent

oFile Attachments

oReport Attachments

oLetter Attachments

oCalendar Attachments

•Reply To, Reply to All & Forward Emails

•Access Account Emails

•Linking Emails to Communications

•Create Opportunity from Email

•View, Save & Copy Attachments

•Editing Emails

•Add Note

•DocuSign Integration Module