Overview:
This article provides a step-by-step guide on how to email a link of the lead profile in CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Sales and select Leads.
By default, the My Open Leads will display. You can change the view to All Leads to display the complete list of leads.
It is best that you are in Read Only Grid View to expand the information displayed. If not, click Show As then Read Only Grid at the command bar.
Search for the specific lead by using using either the Filter by keyword bar or you may also use the filter by on each category.
Tick the checkbox beside the specific lead. You can tick multiple selections.
Click Email a Link in the command bar. If it’s not showing, click the ellipsis icon (⋮) and select Email a Link.
An Outlook email window will open with the lead link(s) in the body.
Add a subject line, your message, and any additional information.
Add recipients and click Send to deliver the message.