Easily add additional recipients to email notifications, such as when new widget leads come in or a proposal is signed.
Requirements:
- Roof Quote PRO™ active subscription
Instructions:
- To start, login to your portal and look for the Settings icon.
- Choose General from the pop up menu.
- On the next page, select the Emails tab
- Underneath the Connected Emails section, look for Inbound Email
- Click the pencil or Edit icon
- To add more users, use the CC field and add the email address(es) you'd like to chain onto widget notifications
- The system will automatically add the comma "," at the end of an email address. All you have to do is simply hit spacebar and it will be added.
- Once done, save your changes.
NOTE: You have the option to either use the Default Company Email or another of your choosing for the main Email. To change, use the toggle to activate the Email field.