Sending QC email
- Go to deal
- Reply all to the Sales Order Confirmation email.
- Click templates
- Choose “QC Unit Complete" for the correct unit.
- For “QC Unit Complete- WC” complete and fill in the information. (Use the SDMO order in the files for the shipping address)
- For “QC Unit Complete- MH/TC/ACC” complete and fill in the information. (I usually use this template for dealers as well.)
- Add photos from the QC email (use the paperclip to add photos, if you copy and paste, photos will be inserted into the email body)
- Send email
Sending Shipping emails
Go to deal- Reply to QC email
- Go to templates and select “ALL Units SHIPPED Email”
- Complete highlighted info from BOL
- Attach invoice, if still needs to be paid. Delete the line "The invoice for your unit is also attached to this email" if the unit is paid for already.
- Send email and cc CSR to sequence follow up