IC Realtime Snippets

⭐ Each Order Processing Snippet is Numbered 1 - 5 ⭐

1. Message to Dealer (Comments to Buyer)

2. Internal Memo to Operations (Purchase Terms)

3. Process Quote (Alert Operations to Begin Processing)

4. Email Quote Template

5. Deal - Follow up

⭐ Each Order Processing Snippet is Numbered 1 - 5 ⭐

There are two ways to upload these snippets into your email, the first is recommended

1. In the body of the email you will type a hashtag then the number snippet you would like to upload, this is called a "Shortcut"

Example: If you want to upload the "3. Process Quote" snippet, you would type "#3" in the body of the email and you will see the snippet, select it, and it will populate

2. Select Insert, Click the Snippet Icon, search for the snippet you are needing

Please Note: In Method 2, you will see all snippets in the system, utilize the search bar to find what you need

Purpose: To help users efficiently insert IC Realtime Order Processing Snippets into HubSpot quotes and emails ensuring accurate and consistent communication