How Do I Send an Email to a Certain Lead/Contact

Updated :

Sending emails through our system is very easy.  The benefit of sending it through our system and not another email provider, is that you can track whether or not they have opened the email.  

Video Tutorial

Once you are logged into your CRM, find the desired lead from your homepage and click on their name.

Click on the Emails tab.

Click on Send Email.

Now enter in the Subject/Title of the email and the body of the email.  When you are done, click on Send Email.

NOTE: Please make sure you proofread your email before sending, there is NO undo button.  

TIP: If you would like to send this email to more than one person, you can click on add CC or add BCC.

You will now receive confirmation that your email has been saved. Click OK.


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