Sending a personalised first email
Business Development
You write to a lead or customer from the record itself, so the email is filed against it automatically.
Write the email
Section titled “Write the email”- Open the lead or account.
- Select Send message in the chatter on the right.
- Write your message. The toolbar under it has emojis, canned responses for text you reuse, Attach Files, and Open Full Composer for a full email with subject and recipients.
- Paste any links you need, such as your booking link.
Reuse your best wording
Section titled “Reuse your best wording”Insert a Canned response in the toolbar drops in saved text, such as your standard introduction or your booking link, which you then tailor to the lead.