1. Feature Overview
While sending one-to-one email to a lead, you can mark other leads in CC/BCC as per your requirement. For information on sending one – one emails in LeadSquared see – Send Quick One – One Emails to a leads.
2. Prerequisite
To mark someone as CC, they must be a lead in your LeadSquared account.
Note: Using CC / BCC feature disables the trackability of emails sent from LeadSquared. If email is sent to multiple recipients, tracking would not be accurate.
3. Selecting CC/BCC
- On the Administrator Dashboard, navigate to Leads>Manage Leads and click on
icon next to the relevant lead. - On the draft mail screen, click on CC or BCC to add other leads.
Note: Email personalization will only work if there is a single recipient. If there are multiple recipients and you use CC/BCC, only the lead alongside ‘To’ will be picked to do the personalization.
4. Tracking Email
To enable email tracking –
- Once you draft the email, on the right side, click on the
icon. - Click on the checkbox alongside Track Email.
Any Questions?
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