Leadsquared allows you to send fully trackable one-to-one emails to Leads from your login.
One to one emails are usually sent to leads when you want to communicate anything particular to a specific lead.
Please follow the below steps to send individual email to leads from your leadsquared login.
Prerequisites
You have logged into LeadSquared.
Procedure
Step-1: Navigate to Leads > Manage Leads, You’ll see all the existing leads in manage lead feature.
Step-2: Hover the mouse over Actions button and click on Send Email option from the Actions list.
Step-3: Compose your email as shown below. You may create the email in the following order.
- Select the Sender name
- Specify the email subject
- Compose the message
- You may choose to select Email from a template library
- Click on Send button, to send email
CC / BCC Option in Email:
You can now mark other leads in CC / BCC while sending an email to a Lead.
For complete information on using CC / BCC feature kindly see : CC / BCC option in Email.
Step-4: The Send Email option in manage lead feature, allows you to send email Immediately OR you may schedule email for a later time.
Send Now: Choose this option to send email right away to a desired lead. The below screen shot illustrates the process of sending an email to a lead.
Schedule for later: Choose this option if you would like to schedule an email for future date, time. The below steps illustrates the process of scheduling an email to a lead.
Specify the data, time to schedule the email as shown below.
On clicking ‘ Schedule ‘ button , you’ll see the confirmation message. Click on ‘ Calendar ‘ Icon to view the email schedule details.