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We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown.
You can include the proposal link inside the email template and let your cus...
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If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s.
Go to the customer profile from the admin area and click on the ...
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Follow the steps if you want to send set password link to your contact.
1. When creating new contact
When you are adding new contact only check the field Sent SET password link and not fill the password field....