Send a Registration Notification to a Salesperson

To send a Registration Notification to a Salesperson:

  1. On the Registration Details page, in the Assignment section, click the  (Details) icon to expand the options, as shown:

  1. In the Email field, click the drop-down arrow and select the Salesperson to whom you want to send the assignment. Or, in the Or Email field, type an e-mail address. Or, click a Supervisor’s email address to send the assignment to a Supervisor, as shown:

  1. (Optional) In the Comment field, type a comment about the assignment.

  1. Click Send. After a Registration e-mail has been sent, the Registration's status automatically changes from 'New" to "In Progress."

 

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