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 (or Note)
Subject Line
From Name
From Email Address
Bcc Yourself

Not only can you send emails, but also Radius will add a note that contains the contents of your email for future reference.

Radius Email Individual Visual Aid

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