Oct 12, 2023
Creating a SendMyRooms link for CRM use
In order for a client to access SendMyRooms, their information needs to be in the SMR system. For that, you need to first create an invitation.
In the SendMyRooms settings, Orders > SendMyRooms > Open Management Area > Settings > Manage Templates, modify one of the templates to only contain [DIRECT_LINK]. (See graphic).Close the management area.
In ProSelect:
From the ProSelect Album, choose Order...