If you want to send daily, weekly, every other week, or monthly specific emails, the system makes it possible.
1. Create the report, booking summary, filter view, or lead pool from which you want to receive emails automatically.
2. Select "Send Excel automatically" in the top right corner:
3. Select the chosen frequency of sending and press "OK":
4. Select which email addresses you wish to send this automated email to and press "OK":
Afterward, simply select ''OK'.