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Sending Mail
What is the “Automatically Send” mode?
What is the “Automatically Send” mode?
Updated over a week ago

You may set up your account so it automatically starts mail the moment a lead is added by anyone from your team.

This option can be useful for team owners who do not want to review and approve each lead submitted by their team. To set this up,

  1. Click your profile picture (or your initials if you don't have a picture yet) at the top right corner of your screen.

  2. Scroll down and click Application Settings.

  3. Click Basic Automation.

  4. Scroll down and toggle on "Start mail when lead is added".

With the option enabled, the system will automatically start the mail for any new lead added using the default mail template or mail sequence. How do I set my default template/mail sequence?

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