Changing a Sales Consultants Email Address


Introduction

The email address used by a Sales Consultant is an essential part of QuoteCloud; it is used in the following main components of QuoteCloud:

  1. The user identification to log in to a QuoteCloud account
  2. When sending sales quotes to a customer, the Sales Consultants email address is used as the "reply to" email address if a customer replies to the emailed sales quote from QuoteCloud
  3. The Sales Consultants email address can be embedded into a sales quote as a data item, automatically populated.

Inevitably people will leave your organisation, or there may be other reasons an email address can change.  This topic covers how a Sales Consultants email address can be changed.

 

Changing an Email Address

Login to the QuoteCloud account that requires the email address change.

Click on the Account menu on the Sales Quote Dashboard, select the Edit Profile menu, as shown below.

Sales Quote and Sales Proposal Software - Changing a Sales Consultants Email Address - illustration 1

Click on the Change button on the right of the Email data item, as can be seen below.

Sales Quote and Sales Proposal Software - Changing a Sales Consultants Email Address - illustration 2

Type your QuoteCloud password and then enter your new email address.

Sales Quote and Sales Proposal Software - Changing a Sales Consultants Email Address - illustration 3

Click on the Save button to complete the email address change.

Related User Guide Topics

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Bulk Delete Sales Quotes
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Sales teams need to focus on the next deal not get hung up on the losses. That’s why QuoteCloud allows users to quickly clean up all their old documents and focus on the new.
Revising a sent Sales Quote
28 Nov 2019
There will be occasions when your customer provides feedback on your sales quote and you need to modify the sales quote and resend it
Customer Address Book
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If QuoteCloud recognises a customer name or email address new sales quotes, the software can automatically complete customer details.

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