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Search and select a Customer from the top of the browser
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Click on the arrow down next to the name
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Click the contacts tab (next to the transactions tab) to review / edit or add new
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Required fields to be populated: Name, email address, ‘include in email’ option -> save
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Select ‘Welcome email’ from template drop down (do not update the ‘TO’)
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The updated email address will be used to send the email using the snippet @CustAllEmail
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Mark activity as complete (closing follow-up)
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Save and send