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The Sales emails window lists all of your follow-up emails, as well as provides fields to enter new emails.

The Sales emails window is used to add new emails and edit existing ones. All of the existing emails are listed in the email Name column, while the email description and contents appear in the fields on the right.

The sales emails added here can be scheduled into sales campaigns. With online approval and effective dates, there’s no danger of using an email that isn’t ready or is past its prime. When a sales email is added for a client contact, the email will be printed for distribution on the appropriate date.

The email name is used to identify it when adding it to a campaign, so make sure it is meaningful. The description, a brief summary of the email, appears when scheduling campaigns so you can be sure the correct email is being added.

How to add a follow-up sales email

1 Click on the sales emails link in the Sales>Maker window.

The Sales E-mails window opens.



2 Click the add toolbar button (or choose Edit > Add email).

3 Enter a name for this email.

The email name should be meaningful and help to easily identify it for scheduling later on.

4 Enter the author’s initials.

Clients & Profits X will automatically enter the initials of the person entering the email, but it can be changed.

5 Enter a description for the email.

The description should provide a more detail about the email, such as what type of client the email is designed for or any special instructions or cautions. When scheduling the sales email as part of a campaign, the email description will appear underneath the campaign name so you can be sure that you are adding the correct one.

6 Enter the email’s effective dates.

The effective dates provide a reference as to when the emails should be use (or not used).

7 Enter the sales email.

The sales email prints out exactly as it is typed in, so if you want to leave room for jotting down notes during the phone calls, enter a few hard returns between each email section.

8 Click the approved checkbox, if the email is ok.

Clients & Profits X will automatically add the initials of the person who checks the box.

9 Click Save to save this new sales email.

To edit an existing sales email

1 Select the sales email to edit from the list of e-mails on the left.

Clients & Profits X will default to show only the current sales emails. If you would like to view and edit expired emails, click on the Show pop-up menu and choose Expired emails.

2 Click on the edit toolbar button, and begin editing.

3 When your changes have been made, click Save.

The changes do not affect previously scheduled follow-ups; only those scheduled after the edit are affected.

To clone an existing sales email

1 Find the sales email that you wish to clone, then click on the clone button.

Clients & Profits X will default to show only the current sales emails. If you would like to view and clone an expired email, click on the Show pop-up menu and choose Expired emails.

The description and follow-ups are cloned, as well as the approval and effective dates.

2 Enter the new sales email’s name, as well as any other changes.

3 Click Save to save this new sales email.

Follow-ups scheduled using the original sales email are not affected by cloning.