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Customer Reply To Estimate Sent Through System

JustinL
New Contributor

Has anyone discovered the best way to get information to the original sales person when a customer replies directly to an estimate sent through the system? Sales Person A will send an estimate to Customer Z. Customer Z responds to the estimate , but it goes to our generic info@abccomapny.com email address (sender). Is there a way for the reply to go directly to the sales person that sent the estimate, originally?

1 ACCEPTED SOLUTION

roushk
New Contributor III

This isn't an automatic way but person A can edit the email from field to the email address you want the reply to go to. 

View solution in original post

3 REPLIES 3

Tiffy76
Contributor

@roushk  You could also set up for you and the sales person to get the emails when the estimate are sold.  

Tiffany Mendez
Office Manager / Genzel Plumbing

roushk
New Contributor III

This isn't an automatic way but person A can edit the email from field to the email address you want the reply to go to. 

JustinL
New Contributor

Thank so much!  That is the answer!