How to Text a Quote or Sales Order Using the Share and Print Feature
Introduction 0:01
Presenter: Gary from the Training Department of Home Source Systems.
Purpose: To demonstrate how to text a copy of a quote or sales order using the share and print button.
Accessing the Sales Order 0:16
Open the sales order on your screen.
Locate the 'share and print' button at the bottom of the sales order.
2. Opening the Share Window 0:29
Click on the 'share and print' button.
This action opens the share window where you can customize what to send.
3. Customizing the Share Options 0:36
In the share window, select the items to include:
Model numbers
Sales order price
Brochure
Deselect any items you do not want to include (e.g., rebates and notes).
Ensure 'documents' is included.
4. Choosing the Delivery Method 1:08
Decide how to send the information:
You can send it via email, text, or both.
For this exercise, uncheck the email option and leave only the texting option selected.
5. Entering Customer Information 1:21
Add the customer's phone number from the sales order.
Type a personalized message to accompany the PDF.
6. Sending the Information 1:35
Click the 'share' button to send the information.
The system prepares the information as a PDF file and sends it via text.
7. Confirmation of Sent Message 1:51
Review the text message sent to the customer:
Example message: "Here’s your specs. I will follow up in a few days. Thank you."
The customer receives a PDF attachment in the text.
8. Applying the Same Process to Quotes 2:11
The same process applies when sending quotes.
Look for the share and print window to access texting options.
9. Conclusion 2:28
Thank the viewers for watching.
Encourage them to use this feature for efficient communication with customers.