One-Off Email to a Customer

Overview

This tutorial reviews how to send a custom email to a customer.

Estimated Time to Complete – 5 Minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

<Video Coming Soon>

Step-by-Step Guidance

1. Customer File > Email Addresses.

2. Click on the email you wish to send this to.

3. Type email.

4. Review send options.

5. Send.

Web App

Mobile App (iOS/Android)

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Resources

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