Email Individual Lead or Client

From the Lead or Client View page you can click on the ‘Email Lead’ or ‘Email Client’ Button to launch this feature which allows for the:

Select an Existing Template
Subject Line
From
From Name
From Email Address
WYSIWYG Editor
Bcc Yourself

The template you use will be stamped in the lead/client's NOTES tab. If you want the full email to appear, use the dropbox email feature instead.

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