Send an Email to a Lead

Updated 1 year ago by Celina Kwan

You can send an email to a lead from the Leads module.

  1. In the Leads module, click on the name or contact information of the lead to open.

  1. Click on the lead's email.

The Send Email dialog box will appear.

  1. To add more email recipients, click the ToCc, or Bcc buttons.

You can search the current Address Book . You can search by last name or by company. For entries with multiple email addresses, select the desired address from the drop-down list in the row for the entry.

  1. Enter a subject and the text of the email message.
Do not use angle brackets, < or >, in the email editor. Any text between the brackets will be removed from the email message.

Use the toolbar icons and font drop-down lists to format your message.

  1. Click the Attach File icon to select file attachments to send with the email message.
  1. From the Email type drop-down list, select an email type.
  1. Set your Logging options as follows:
  • Select Send a copy of this message to myself to automatically send a carbon copy of the email message to your email address.
  • Select the Include message body in note option to save the message to the note created.
  • Select the Save copy to entry’s documents option to save the message as a document for the entry.
  • Select Include attachments to save email attachments along with the email message.
If the email message contains attachments that are too large to save to the entry, you can clear this option.
  • In the Text for note field, enter any additional text you would like to log as part of the note created by the email message.
  • Click the Logging Details button and then the Assign More button to log the email details to additional Address Book entries.
  1. Click Send.


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