Send Email to Leads

LeadBooker CRM allows you to Email multiple Leads in a single time.

To send a mass email to Leads in LeadBooker CRM, follow these steps.

1. Go to LEADS menu.

2. Select the Leads to send the email.

3. After selecting the Leads, click Compose Email as shown in the image below:

                                         A pop-up will open for entering the email content.

4. Enter the Subject (short description) of the email as shown in the image above.

5. Chose 'Email Header' if you want to add an email header in your email as shown in the image above. (Note:  For more detail about Email Header, see the article Manage Email Header).

6. Choose Email Template - Choose a previously added Email Template from the drop-down to load below the template field. Use that template as it is or make changes as shown in the image below. (Note:  For more detail about Email Template see the article Manage Email Template).

7. Template - The Template section includes the body of the email. You can manage the design of a template or you can design your own template.

8. Select 'Signature' Yes if you want to add the signature to the bottom of the email as shown in the image below: (Note: - For more detail about the signature see the article Manage Email Signature).

9. Email Attachment - You can upload an Email Attachment.

10. Send Test Email - You can preview the email template by sending it to yourself. Check your inbox and open the test email to see how the template will look to your recipients.

11. Send Email - To send the email now, select Send Email.  To send the email later, select 'Schedule For Future'.

12. Click Send Email.