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Contact your leads from the Leads section

You can contact your leads by sending individual emails or adding them as recipients to an email sequence, all from the Leads section, inside the People's tab, here.


Add leads to a new or existing sequence from the Leads section

You can set up automated email sequences for multiple leads at once. Learn more about how to create your first Email Sequence.

To add leads to a new or existing email sequence:

  1. Select the leads you want to add.

  2. A blue actions menu will appear.

  3. From the blue actions menu, choose Add to a sequence (to add leads to an existing sequence)

  4. To create a new sequence instead, click the three dots and select Create a new sequence.

This will automatically add these leads as recipients to your email sequences.

There are other ways to add recipients to a sequence, learn more here.


Send individual emails to your leads

There are two ways to send individual emails to your leads from the Leads page, without setting up an email sequence.

  • From the view button

Click on the eye symbol visible on the right side of the selected lead's row.

The lead's contact page will pop up. Click Send an email to contact the lead directly.

A new window will open, allowing you to write your email content. If you want to enable open and link tracking, select the option at the bottom of the content editor, then click Send.

Please note that link tracking is available only on paid plans.

  • From the three dots

Click on the three dots on the selected lead's row, and select Send a message. A pop-up email page will appear. Complete the content and click on Send.

💡 In order to send email sequences or individual emails, you will first have to connect your email accounts for sending.

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