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How do I email an account report to someone?

You can email a contact, lead or account report from Reflect. This report will be sent as a PDF attachment and includes the account, contact or lead details and any notes, to-dos or events.

Email Settings
  1. Click the Options button on the toolbar
  2. Go to the Other tab
  3. Click the Email Settings... button
  4. Enter your email information
  5. Click the OK button to save your changes
Email a report
  1. Right click on the account, contact or lead name
  2. Select Email report for this contact from the right-click menu
    • For an account, select Email report for this account from the right-click menu
    • For a lead, select Email report for this lead from the right-click menu
  3. Enter the email address that you would like to sent the report to
  4. Enter a comment to be included in the body of the email
  5. Click the Send button

 

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