Your CRM enables you to write your emails when it’s the most convenient for you and have them sent out at a later time automatically.
By scheduling an email to be sent out at the perfect time you’re increasing the chances of the email being opened and replied to by your recipient.
Scheduling Your Email
To schedule a new email from the lead form, click on the quick email button next to the person you’re sending the email to:
The email edit window will now pop up where you can write your message. When finished, click on the Schedule Email button shown in the below image:
A pop-up window will appear where you can select the date and time to send your email. When finished, click the Schedule button:
Another pop-up window will now appear confirming your email was scheduled successfully. Click Close to exit:
Information about the email you just scheduled will now appear as a new note on your lead page:
Once the email gets sent, another note will be created on the lead page with the pertinent information:
To view the sent email, click on the green envelope icon just above the send confirmation note, as shown in the above image.
Preview or Edit a Scheduled Email
To preview or edit a scheduled email, click on the Edit icon on the scheduled email’s note:
Your email will now open up in a pop-up edit window (shown earlier) where you can view your email and make changes if needed.
Rescheduling an Email
To reschedule an email, click on the Reschedule icon on the scheduled email’s note:
Using the pop-up window that appears, enter the new send schedule and hit the Reschedule button:
A pop-up window will appear confirming your email was rescheduled successfully:
Finally, a note will be added to your lead page showing the new email schedule:
Note that the original schedule note will also still be shown on the lead page, but it will be inactive (it will not show the green icons used for previewing or rescheduling):
Canceling a Scheduled Email
To cancel a scheduled email, click on the Reschedule icon in the scheduled email’s note and in the pop-up which appears, click on the Cancel Email button:
You will be prompted to confirm the cancellation, and after you do, the scheduled email will be canceled. Also, a new note will be added to the lead page to account for this change:
Another way to cancel a scheduled email is to simply delete the email’s note from the lead page. Deleting the note will automatically delete the scheduled email as well.