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