Send To Client & Requests

'Send To Client' button (marked with an arrow below) can be used to directly send a Template's form to one or more Email addresses.

Those filling the form sent to them, will be added as new Clients and screened.

on the Templates tab, the 'Send to Client' button is marked with an arrow

After clicking on the Send button, the Send window is opened.

Here we'll add as many Email addresses as we need, by filling an address and clicking on 'Add' (marked with an arrow below).

on the Send window, the Add button is marked with an arrow

After adding the addresses, clicking on the 'Send' button (marked with an arrow below) automaticaly sends the form to all addresses added.

After adding addresses, the Send button is available and marked with an arrow

The example below shows the Email message a potential Client gets.

the Send To Client Email screenshot

After clicking on Verify, the person can either Reject the form, and not joining our Client list, or fill in the fields and clicking on 'Send'.

the Client's form

Here in the Requests tab, on the left side bar, we can view all forms sent to us, and understand which Client has been added from which Email address.

the Newly self added Client appears on the Requests tab with his linked Email address

And in the Client list, we see that the New Client has been added and is matched, waiting to be resolved and verified.

the new Client also appears on the Client list tab

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