Follow

Email Order Copy

As a Sales Rep there will be times when you need to email a copy of an order to a client without submitting the order. This can be done by using the Email Copy function.

  1. Access your Manufacturer’s landing page
  2. Tap Recent from the menu at the bottom of the page
  3. From Unsubmitted Orders, select the order you wish to send via email
  4. Tap the Gear icon on the upper right of the Order Summary page
  5. Choose Email Copy
  6. You can add to or edit the recipients in the “To” field of the message
  7. Tap Send in the upper right to email the message to your intended recipient

 

 ** You must have the default email client on the iPad/iPhone configured with the email address you use for RepZio**

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.