This class covers communication within Service Autopilot. You'll learn how to create custom emails, send emails in bulk and to individual clients, check email activity, and use tickets.
Below is a list of helpful links that you can visit after attending SOAR.
- Document Editor Overview (Article)
- Email Activity User Guide (Article)
- Email Activity User Roles and Rights (Article)
- Invoice Email Documents (Video)
- Bulk Emailing Clients (Video)
- Merge Tag User Guide (Article)
- Tickets User Guide (Article)