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How to Use Email to Engage with Your Prospects
How to Use Email to Engage with Your Prospects

Send manual emails from the lead manager screen in bulk or individually to any prospect or lead

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

While in My Leads (or the Lead Manager Screen) you have the capability of sending emails to your leads, from the main My Leads view or by opening a lead and going to the Lead Details Screen.

Sending an Email or Template

  • Send an Email to a lead – Compose an email to send to the lead or if email templates are built, chose Use Template.

Go to My Leads screen

Send Emails to selected leads

Sending an email from the Lead Details screen

  • After selecting Send, this will send an email to the lead. 

Compose Email modal

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