Within any specific prospect’s notification schedule includes the feature to also receive exactly what your prospect receives.
This copy will be addressed to the prospect and be in customer format.
If you have your notifications set to send yourself an Agent Copy, you do not likely need to receive a prospect’s copy.
1. Click into Contacts
2. Select the Contact/Prospect’s name you would like to work on
3. Click to the Prospect tab
4. Click Notification Options
5. The Notification Options window will display
Make your selection and save changes
Please click here for an overview of the Prospects Notification within REsearch’s settings. This guide also includes where you can set or verify you will be receiving the Agent Copy.