How do I Email a Lead in the Mobile CRM App?

Updated on November 9, 2016 09:18PM by Admin

Follow the instructions below to email a lead.

Steps to Send an Email to a Lead

  1. Log in to mobile CRM.
  2. Click on “CRM”, it drops down a set of CRM apps such as Leads, Contacts, Customers and Opportunities. 
  3. Choose “Leads” from the list. 
  4. You can view Leads App page. 
  5. Create a new lead or select an existing lead to send an email.
    leads email
  6. Click on “Email” button.
    email sent successfully

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