Overview:
This article provides a step-by-step guide on how to send an email to a lead using a template 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 the drop-down arrow in Show As then click 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 Send Direct Email located at the command bar.
The Send Email bar will be displayed on the right side of the screen.
Input the following required information:
To – choose from the following:
Selected records on current page
All records on current page
All records on all pages
Language – select a language from the options available
Template – search for the email template
Click Send to deliver the email.