•After receiving an event inquiry from a Lead, one of your first steps will likely be sending a follow-up email in response.
•You can start a Communication Email from several different places in EventPro, but you may find it convenient to send it directly from the related Lead or Opportunity record so that the communication automatically contains the information needed to keep it attached to that particular Lead/Opportunity.
oFor a Lead, go to CRM/Sales > Leads > Leads List, open the related Lead, and go to the Lead's Communications tab.
oFor an Opportunity, go to CRM/Sales > Opportunities > Opportunities List, open the related Opportunity, and go to the Opportunity's Communications tab.
•Start a new Communication Email record from within the Lead or Opportunity Communications tab.
•A new Email edit form will appear.
•You will note that some of the Lead/Opportunity information, including the Recipient's email address and the Linked to fields, will be pulled into the Communication by default, depending on where you started the communication.
•From here, to continue with the email, including adding content from a letter template and attaching reports or other documents, see Communication & Email Management > Prepare & Send an Email.
