Tutorial
Email Process
The Email tile allows users to email other users about the referral they are working from within the MCM application.
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Select Add to create a new email.
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Choose from different email templates to automatically populate the appropriate information in the body of the email.
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Select users in the To and Cc fields.
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Review the Subject Line and Body.
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Select Send.
📝 To create a custom message, do not select a template.