Module 5 Overview
From Customer Registration to paying Bills, Zoey communicates with your customers via Emails and PDFs. This module will walk you through your email and PDF content and settings.
Please read all of the pages to understand the options you have hen communicating with your customers through Zoey.
- How Zoey communicates to your customers
- Setting up Order/Quote PDFs
- Email Global Settings
- General How-to Edit Emails
- Customer Email Setup
- Order/Quote Email Setup
- Assignmet 1: Submit the form for Email and PDF Settings before your next live session
- Assignment 2: Complete the basic setup of Emails and PDF (submit checklist)
Updated 9 months ago