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Email Individual Lead or Client
Email Individual Lead or Client
Clu Connors avatar
Written by Clu Connors
Updated over a week ago

From the Lead or Client View page you can click on the SEND EMAIL Button to launch this feature which allows for the:

Select an Existing Template
Subject Line
From Name
From Email Address
Bcc Yourself

The template you use will be stamped in the lead/client's NOTES tab. If you want the full email to appear, use the dropbox email feature instead.

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