How to Send Your Test Contact an Email & Text with Materials

Great job on creating your test account as part of the New User Guide! 🎉

Now, it's time to use that Test Account to send yourself Materials (PDF, Video, or Image) 🚀.

An important part of the New User Guide is learning how to send Materials to a Contact Record from the system. You've got this! This will show you how to create an Email or Text with materials from a Contact Record and what the recipient receives. Keep up the awesome work! 👍🏼