Your CRM allows you to draft emails in advance and schedule them to be sent automatically at a later time. 

How to Schedule an Email

1. Start a New Email: From the lead form, click the Quick Email button next to the contact you wish to email:

2. Compose Your Message: The email editor window will appear. Write your message, then click the Schedule Email button:

3. Set Date and Time: A pop-up will appear prompting you to choose the date and time for sending. Click Schedule when ready:

4. Email Tracking: A note will appear on the lead page showing details of the scheduled email:

Once the email has been sent, a second note will appear with confirmation and key details. You can use the icons in the top-right corner of this note to view, reply to, forward, or delete the email:

How to Reschedule or Cancel a Scheduled Email

To reschedule or cancel a scheduled email click on the schedule icon on the email note:

A popup window appear where you can cancel or reschedule the email:

You can use the other two icons on the note to edit the email text or to delete the email note. If you delete the note, the email will be automatically cancelled: