Lead mail section serves to streamline communication directly with the lead. It enables you to send emails related to the lead without switching to an external email platform. This centralised communication feature helps keep lead emails organised and ensures that important communications are easily accessible to all team members involved with the lead.
Information: 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.
Information: To read more on how to configure Email Templates, click here: Configure Email Templates.
Information: To read more on how to setup the email signature, click here: Setup Email Signature.
To navigate to the lead mail page, follow these steps:
- Navigate to the main navigation header bar and click on Leads.
- You will find a list of all leads. By clicking on a lead, you will be redirected to the Lead Summary page. Then, navigate to the Mail section.
- Here you can find all the emails related to the lead.
- To send a new email to the lead, click on New Email, which automatically populates the lead's email ID.
Lead Summary Page - Mail - New Email
- Insert a template rather than writing a complete email from the insert template option.
- Click Send Email.
Here are the actions you can perform under the Mail section of the lead summary page:
- Refresh: Allows you to update the list of emails to view the latest messages.
- More: Consist of two options:
- Mark as Read: This signifies that you've opened and read the email. To mark multiple emails as read, simply select the checkboxes next to each email, then navigate to More and choose Mark as Read to streamline the process and eliminate manual effort.
- Mark as Unread: This option highlights emails that you haven't opened yet. Similarly, to mark multiple emails as unread, select the checkboxes next to each email, then go to More and choose Mark as Unread to streamline the process and eliminate manual effort.
- Filter - Show Only Favorites: Filters emails to display only those marked with a star, indicating they are favorites.
- Search: The Search function in the mail section allows you to quickly find specific emails by entering keywords or phrases.
Lead Summary Page - Actions