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Creating and Sending Prospects Email from Web Control
Creating and Sending Prospects Email from Web Control
Ed Agner avatar
Written by Ed Agner
Updated over a week ago

In a Prospect Record click Send Email.

In the Send Email screen type an email or use the Template menu to select an email template to send.

Click your mouse in the desired location and with the cursor situated when you like, add Merge Codes to your email or template selected to autofill from the Prospect's information.

Highlight text and use the editor to change font as desired.

Click Send Email to deliver the email to the Prospect.

The History section of the Prospect Record will contain an Email Sent note with a copy of your email.

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