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Sending emails From CRM

sending emails

 

Because messages sent in different contexts need different information to be meaningful, each message also has access to more specific tokens.

You will see the Dropdown named Useful Shortcuts in all message fields for Emaills

add shortcut to your email

On the Detailed Lead view, you can find Email tab where you can compose an email, attach images and files stored on your website and enroll the lead to a drip campaign.


enrolling contacts into email sequences

 

Tracking the emails sent to a particular lead is easy. All records will be reflected in the TIMELINE.

 

emails timeline

You can see when what and by whom was sent and when/if the email was opened by the lead.

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