In Accounts > All Accounts, click on the Account you wish to engage and select 'Engage' > 'With a Form' from the green dropdown:
Select from your most recently used or updated templates. Use the Search if the template you want does not appear in these lists:
In the 'Review and create' panel, you can add an internal-only description to the engagement for future reference. You can also select your Primary Contact and Secondary Contact, if any.
Primary Contacts can be Client or Co-Client, whereas Secondary Contacts can be Client/Co-Client or a Custom Secondary Contact. Selecting a Secondary Contact here will engage both the Secondary and the Primary Contacts with the same engagement and email them at the same time.
Select an authentication method. System default is Password Authentication, though you can set a default method in the Template Editor
Finally, select 'Send immediately' or 'Review/edit first'. This article will walk you through the Review and Edit option.
With 'Send immediately' you can customize the email(s) the recipient(s) will receive associated with the engagement:
Engaging Multiple Clients at Once
Please note there is a limit of 50 engagements that can be created at one time. If you attempt to create more than this at once, you will receive an error.
If you would like to engage several clients/prospects with the same template, you have two options:
Start in Accounts > All Accounts, check the boxes next to the account records you would like to engage, then use the 'Engage' option from the menu at the top to engage everyone selected
Please note this will engage only the Client on the account profile
Start in Engagements > All Engagements, then click the green '+' button in the upper right-hand corner, select the template, then type in the names of the clients/prospects you would like to engage before proceeding
Each person selected will receive their own engagement
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