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Send information, presentation or Quotation to your contact

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If you want to send information, a presentation or a quotation to your contact, you open a new task at your contact and choose the ‘Send information’ follow-up.
Then choose from a new file or an existing file (see Shared Files) or Quotation.

In the next screen you choose a file and fill in the corresponding data. Make sure the check mark “notify contact by email” is on, your contact will receive an email with the relevant file, if you click on it you will receive a push notification in your dashboard that your contact has opened the file. keep track of when and how often this has been done.

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