Before you send a piece of mail, you can see exactly what it looks like! 😊

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Step 1. Go to Leads.

Step 2. Select a lead to open.

Step 3. Click Mail inside the lead card to see the template/mail sequence you have assigned to it. By default, the system will assign whichever template or mail sequence you have set as your default mail sequence. How do I change my default mail design?

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Step 4. Click on the preview thumbnail to blow it up.
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Hope this helps! If you have more questions, please reach out to our Customer Support Team using the Help & Support option in your account. 😊