Configure your Sales+ Email Template to reference it when sending email confirmation to Sales Contacts for both Enquiries and Opportunities.
Use the Search function to select the relevant template:
- Select the Email Template – Enquiry Received
- Select the Email Template – Opportunity Received
Online Application (To email applicants after application submission)
- Select the Email Template – Online Application Received
The email will now be logged against the Sales Contact’s Logbook. Users with access to the Logbook will be able to access a copy of the email whenever needed.