Contact Leads and its Contacts

Managing lead focuses on building relationships, streamlining communication, and driving business growth by effectively converting opportunities into clients.

Contact Leads and its Contacts: Establish and maintain strong communication channels. This helps build trust, understand lead needs, and nurture relationships throughout the lead journey. By organising lead contact details, businesses can ensure timely follow-ups, provide personalised interactions, and effectively convert leads into long-term clients.

Recommend Reading: How to Assign Leads to Contacts, click here: Assign Lead Contacts.

To contact leads, follow the steps below:

Navigate to the main navigation header bar and click on Leads.
Access the list of all leads, select lead(s) you want to contact by clicking on the checkbox placed next to each lead.
Click on the three-dot on the right-hand side and select any of the two options either Send SMS or Send Mail.

To learn more about Email Integration and how email communication syncs with calendar functionality, allowing you to schedule interviews or follow-up tasks seamlessly, click here: Sync your Emails, Microsoft 365, Sync your Calendar.

Optional Reading: How to configure Email Templates, click here: Configure Email Templates.

Leads - Send Mail or Send SMS

For example, if you want to send a Mail, click on Send Mail.
The Mail screen will appear, with auto populating the email IDs in the To field. Fill in the details in the appropriate fields.

Click Send Email.

Leads - Send Mail

Similarly, to send an SMS, click on Send SMS.

Optional Reading: How to configure SMS template(s), click here: Configure SMS Templates.

To contact Lead Contacts, follow the steps below:

Access the list of all leads, then click on any lead to navigate to the Lead Summary page.
Click on the Contacts section, select the Contact(s) by clicking on the checkboxes next to each contact and select either Send Mail or Send SMS.