After creating the contact record, you will need to send a communication through the system:
- Find the customer. Open their record.
- Select their email address. This will open a new window.
- Adjust the email settings to the following:
- From Address: info@XXXXXX (should be set to this)
- Reply To Address: info@XXXXX (should be set to this)
- Subject: Thank You for Creating an Account with <<ORG NAME>>!
- Message Type: Standard Message
- Standard Message: INTERNAL_LOGIN_INFO
- Email Category: Auto Response
- Email Subcategory: Login Information
- Attachments: None
- Send Date/Time: Leave as is
- Once settings are updated/verified, send the email.
TAGS: welcome, password, new account