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Contact your leads from the Leads section

Updated over a week ago

Contact your leads

You can contact your leads by sending individual emails or adding them as recipients to an Email Sequence.


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.

πŸ‘‰ To add leads to a new or existing email sequence, simply select the leads and select the option Add to a sequence or Create a new sequence from the blue actions menu.

This will automatically add these leads as recipients of your email sequences. There are more ways to add recipients to a sequence. We have a dedicated help article you can access here.


Send individual emails to your leads

There are two ways to send individual emails to your leads from the Leads page:

  • 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.

  • From the three dots

Click on the three dots on the selected lead's row, and select Send an email. A pop-up email page will appear.

πŸ’‘Note: In order to send email sequences or individual emails, you will first have to connect your email account/s for sending.

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