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Delta Media Group Blog


Wednesday, January 2, 2013

Email Customer directly from the customer overview


We have added a feature that will allow the agents to email their customers directly from the customer overview window.  These emails sent will not only send the email directly to the customers Email, but will also save it to the messages widget.

What are the benefits for your Customer?

You can more efficiently contact your customers while looking at the customer information screen.

What are the benefits for you, the REALTOR®?

You can now Email your customer and have it saved in the DeltaNet™, all while looking over the customer information. This will cut down the time you will need to get the information to your customer, along with the steps it takes to do it.

How do you Email your Customer directly from the customer overview?

There are 5 steps to send an Email to your customer directly from the customer overview. Here are the steps.


Step 1

Log in to the DeltaNet™ and go to your 'Customer Center' under 'Customers'.


Step 2

Select a customer from the 'Customer Detailed List' and click on their name.



Step 3

Click on the 'Messages' icon.



Step 4

Click 'Send New Email'.


Step 5

Enter the 'Subject' and 'Body' content and click send Email to complete.



How do you view the Emails to your Customer sent directly from the customer overview?


Step 1

Log in to the DeltaNet™ and go to your 'Customer Center' under 'Customers'.


Step 2

Select a customer from the 'Customer Detailed List' and click on their name.



Step 3

Click on the 'Messages' icon to view the sent messages.




 FAQ's


Q. Can I 'CC' myself on the Email?
A. No, the emails are saved in the DeltaNet™

Q. Where will the reply go to?
A. The customers reply will go to the Email address you have entered in the 'Public Email' field on the 'Overviews' page under 'Website', in the DeltaNet™.

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