Intro to Send Email

Working with a new Lead record, we practice sending emails.

  • Within the record, there is a ‘Send Email’ button in the top-right
  • Type out an entire email, or
  • Choose a pre-existing template

Remember, use an email that you can actually check!

Another thing to think about: as you create a new lead for this video, remember back to our “Mandatory Fields” topics in the previous lesson.

If your system requires more or fewer fields than mine, you can change that in the module builder!