Sending an Email Message as a Lead Note

Before you begin

Before you can send an email message to a lead as a note, you must first determine the email address of the lead's dropbox.

To determine the email address of a lead's dropbox:

  1. In the Business menu, select Leads.
  2. On the Lead Manager screen, make sure the All tab is selected.
  3. Drill down on the name of the Client/Prospect you wish to use.
  4. Under the Add Note button, record the email address of the lead's dropbox. The address will be similar to: lead+dropbox+12345678@emailmyjob.com.

Sending a note by email

To send an email message (and any attached documents) to a lead as a note:

  1. Do any of the following, as required:

    • Send, forward or CC an email (and any attachments, if required) to the lead's dropbox address.
    • Distribute the dropbox address to other staff so that they can send email to the dropbox.

Related tasks

Assigning an email message as a lead note

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