Learn how to send an email from a lead or deal card. 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.
Opening a blank email form
Open a board (e.g. Deals or Leads) and locate a board card.
Double-click the name to open the full view mode.
Go to the side panel on the right and click the Emails icon.
Click the plus (+) icon to open a blank email form.
Creating a custom message
Follow these steps to create an email from scratch.
Click the From field and select the sender's name.
Click the To field and select one or more recipient names.
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 Email.
Creating a message with a template
Optionally, use an email template. Click the Use Template field and select an option. The template fills most fields (e.g. To address, Subject line, etc.).
Optionally, click Add Template to create a new one. Click here to learn more.
Review the fields and make changes as required. When it all looks good, click Send Email.
