For the complete documentation index, see llms.txt. This page is also available as Markdown.

Sending Email to one lead

Lead Email - Communication

Step 1: Click on lead’s email Icon

Step 2: A Email panel will open on the right-hand side. You need to select

  1. Sender email ID

  2. Choose an email template

  3. Update the subject line if you wish

  4. Review the email by clicking on the email icon below to subject

Step 3: Click on SEND EMAIL

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