How do I resend the Welcome Email

The Welcome Email can be resent from the Applicant Grid.  If you want to resend it, or you didnt send it when you added the applicant into Expert Agent, you need to filter on that applicant in the Applicant Grid.  

1. Either filter using the surname column.  

2. Or Right Click, Exclude All.  

3. Make sure the Applicant you wish to resend the Welcome Email to is ticked.  

You may need to do a combination of both of these if you have an applicant with a surname the same as another one.  

Once you have your Applicant in the Grid (either the only one showing, or the only one ticked)...

4. Right Click on the Grid -> Send Welcome E-Mail.  

This will not give you the chance to change the text.  It will send the email from the Applicant Negotiator.  

Some people ask us what happens when an Administrator adds the applicant into the system and sends the Welcome Email.  In that case, the Welcome Email will come from the Administrator.  The work around for this to to NOT send the Welcome email at the time of adding the Applicant in.  

Once the Applicant is added into the system, the Administrator can change Negotiator on the Applicant record (they will need to have the correct permissions set - Agency Staff).  

5. On the Applicant Record - Right Click -> Change -> Change Negotiator.  You can either chose from you Team or from your Office.  

Press Save and then follow steps 1 - 4 above.