Sending an Email in a lead
Sending an Email in a lead
Initial search
This guide assumes you are in the associated Lead. If this is not the correct please Search for the Lead (URL Link) first.
Go to the Activity tab
Select “Email”
Data capture
- From: Select what address you want the e-mail sent from
- To: Select one Contact or e-mail you want this sent to
- Bcc: add any additional attendees
(Optional) Use an Email template
Select the template icon
Insert a template
Search for a template
Select the appropriate template
E-Mail body will now have the template populated
Make any changes to the body you require
Enter any changes you wish to personalise the e-mail from the template pre-set.
(Optional) Preview e-mail
Send Email
