Question

What is the Submittal Icon on a Job?

Answer

The submittal icon on an opportunity triggers only when sending a submittal email through Crelate. This is a system default activity that will generate a tally up in the top right hand corner of an opportunity.

**Please Note** Any custom or other activity you may have created will not impact this icon and tally.

Opening the icon and double clicking on any contact profile will show you a copy of the submittal email that was sent.


What's Next?

Need more information about submittal emails and reports? Check out our content below!

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