Modified on: Mon, 1 Aug, 2022 at 3:55 PM
Before you can send an email, you will need to add the proper information in the input areas including:
From Email Address
Add Custom Values to Emails
You can add a variety of custom values to your emails in order to customize them using the exact information that a specific customer previously entered in a form, survey, or appointment calendar.
Add Trigger Links to Emails
You can also add trigger links to track customer interaction when they click on links inside your emails.
You can add files and images to emails by clicking this button and selecting the files from your computer.
Email templates can be made in your CRM to cut down on response times. Templates are usually best for communication that's common or frequently asked.
Request Payment via Email
You can now request payments from your customers or leads right from the conversations section of your CRM! Simply click this button and fill out the information in the pop-up to request payments!
If you'd like to collapse this message box, you can simply click this icon.
To clear the text box and start over with a blank slate, simply click this button.
Don't forget to send your email out when you are finished typing it!
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