Skip to main content
3 min readBasicAgentManagerAdmin

Emailing a customer

Email from the card — sent from your own mailbox, with your signature, and logged on the lead.
Before you start
  • A connected Gmail or Outlook mailbox (see Connecting your mailbox)
Open in CloseUp

Steps

  1. 01

    Open the email window

    On the lead card: Email → Send email.

  2. 02

    Write

    To (pre-filled) · Cc · Subject · Message.
    Options: Attach files (up to 10, 7MB total) · Add my signature · Preview.
    Click Send or Ctrl+Enter.

    You should see: "Sent and logged on the lead".
    Tip: Drafts save automatically.
  3. 03

    See replies

    The lead's side panel has a Gmail panel with the thread: Reply, Mark read, Add label, or open a full mailbox.

Questions

It says "Connect Gmail".

Your mailbox isn't connected. Click it, or use Open in mail app (then it won't be logged automatically).