Select the Invite Button
Upon viewing the Client or Lead Record, this will take you immediately to their profile section. Click the Invite button to email your Client the invitation. This will allow the system to send an automatic email link to your Client allowing them to signup from your website and convert them to a Lead.
From here, they can create their own saved searches on your website which will deliver a Morning Report from you via email based on their search criteria.
- To learn how to create a Saved Search for your Leads, visit our help article on this topic
- For more on your Client Experience, visit our help section on this topic
What Does the Email Look Like?
The sender is no-reply <firstname.lastname@example.org> and the subject line will read as Invite Email. Once the Client selects the Access your account button in the email, it will request them to create a password for their new Elevate account.