The steps below show you how you can email a property brochure to someone who is not registered as a contact in CFPwinMan.
This article includes:
Set the brochure template
- Double click Properties from the side menu
- Search for the relevant Property using Search Text by Name, Code or Status
- Alternatively, find the Property using Additional Options from the dropdown menu
- Or select a Branch if multi branch is set up on your CFPwinMan
- Click on the Property
- Click on the Descriptions tab
- Click on the General tab
- Select the Brochure Template using the dropdown menu
- Click the disk icon, Save this record, on the toolbar
Email the brochure
If you haven't already set up emails to be sent from your CFPwinMan software, this will need to be activated in order to send your email brochure.
For more information on How do I set up CFPwinMan to send emails, click here
- In the Property Information, click the envelope icon on the toolbar
- A message regarding the persons consent appears, click OK
- An email will open with a subject line and body of text which shows the address details of the property, along with a .pdf file of the brochure. Type in the recipients email address to send the brochure