Learn how to send an email from a lead or deal. You can write an email from scratch or use an email template.
BrokerEngine's Outbox feature lets you send emails from our platform with your own domain. Click here to learn more.
Contents
Prerequisites
None.
Sending a standalone email
Follow these steps to send an email from a board card (e.g. a deal or lead).
Locate a board card.
Double-click the name to open the full view mode.
Click the Email tab.
Click the From field and select an option.
Repeat for the To field.
Add a subject line.
Type or paste in the message body. Optionally, use the toolbar to format and style the text or add content (e.g. images).
Attach a file to the message. (optional)
Click Send.
Optionally, use an email template. Click the Use Email Template field and select an option. The template fills most fields (e.g. To address, Subject line, etc.). You can also Click Add Template to create a new one. Click here to learn more.
