How do you send your customer a follow-up email in IEP?
Place the steps in order
(To rearrange, hold and drag the tiles)
From the Template dropdown, select Case wrap-up.
Edit, personalize, and add instructions and resources or links to the message.
Select Send Email.
Select Send message.
1. From the Template dropdown, select Case wrap-up.
2. Edit, personalize, and add instructions and resources or links to the message.
3. Select Send Email.
4. Select Send message.