Email Settings – Recipients

1. Feature Overview

This email setting allows you to CC email addresses of contacts that aren’t leads in your system. Once you send a mail to any such contact, a lead with that email address will be automatically created in your system.

Once enabled, users can add non-lead email addresses in the CC field when sending one-to-one emails, or when sending emails through automations.

Note:

  • This setting cannot be applied for email campaigns.
  • If you have the Email Opt-In feature enabled in your account, you must disable it in order to enable the Email Recipients feature.
  • For more details on Email Settings, see Email Settings – Feature Guide.

 

2. Prerequisite

You must be the Admin of your LeadSquared account.

 

3. How it Works

  1. From your LeadSquared account, navigate to My Profile>Settings>Email Settings>Email Recipients.
  2. Click Yes to enable this setting.

Add email recipients in LeadSquared

 

3.1 Sending One-To-One Emails

Once enabled, users will be able to include non-lead email addresses in the CC field, while sending one-to-one emails from –

Add email recipients in LeadSquared

 

  • Lead Details Page

Add email recipients in LeadSquared

 

Add email recipients in LeadSquared

 

3.2 Through Automation

Add email recipients in LeadSquared

 

Any Questions?

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