In this article you will learn:

  • The 2 different ways you can send the Fact Find link to a client

  • Information about the Fact Find link Invitation email

Option 1:

As soon as you create a new Opportunity, you'll be asked if you would like to send a link to your client to the online fact find or quickform process.

Option 2:

The Opportunities box can be found on the left-hand side of the screen in the client's profile. Clicking on the name of an Opportunity will open the Opportunity overview sidebar.

Click 'Send Invitation link' and this will bring up the email template to send the link to your clients to complete the fact find or quickform.

Just above this button, there is a line of text that should tell you whether you have sent an invitation link yet, and when was the last time you did (if you have).

Information about the Fact Find invitation email

  • If you have edited your default email templates in your settings the changes will pull through to this email.

  • You can further edit the text of the email e.g. add attachments if needed, or further personal comments in this email that is sent.

Once the email is ready to go, you can click 'Send' in the bottom right-hand corner.

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