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.

 

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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