How to send a credit analysis email?

How to Email the Credit Analysis Report to Your Clients?

You can send your customers a Credit Analysis Email under the Credit Analysis/Analyzer screen. After you build the Credit Analysis report, you can access the send email button on the Grid.

To learn more, please visit this link:
https://training.clientdisputemanager.com/hc/en-us/articles/26163436038035-Build-a-Credit-Analysis-Using-Quick-Import