Leads added by your Team Members will use the same default mail design or mail sequence that you have set in your Mail Settings.
To set your default mail design and frequency, please follow the steps below:
Click your profile picture (or initials, if you don't have a picture yet) at the top right corner of your desktop.
Click Application Settings.
Click Mail Settings. You may choose between using a template and setting it to repeat OR a mail sequence (allows you to send different templates instead of the same template on repeat).
Click Mail Sequence, select a sequence, and save your changes.
Otherwise, if you don't have a mail sequence yet (it's time to create one!😊), you may select Repeating Mail.Click your default mail design and select a template.
5. If you want, you may also set a template that the system will use in case your lead doesn't have a picture. If not, it will use the same template as the default.
6. Review the number of mail pieces to send and the frequency.
8. Save your changes.
That's it!