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How do I change the mail sequence or mail template for a lead?
How do I change the mail sequence or mail template for a lead?

Change the mail template sent to a deal.

Updated over a week ago

You can change the mail sequence for 1 or multiple leads.

To change the mail for a single lead:

Step 1. Click on the lead and click Mail. You will then be given the option to change the template.

Step 2. Scroll and find the template you want to use.

Step 3. Select a sequence or a single mail template. You will see an option to turn off the repeat mail option.

Step 4. Click Start Mail to save.

To change the mail for MULTIPLE deals:

Step 1. Go to the leads tab.

Step 2. Select deals by clicking the checkbox right next to a lead. In the app, you would need to click on the "Select" button to start selecting leads. (be careful not to select ALL leads unless you mean it)

Step 3. Click Start Mail.

Step 4. Choose the template you want.

Step 5. Select continue and start mail.

That's it! If you are looking to update the mail template/sequence for all FUTURE leads you will add, this article should help:

How do I set my default/campaign mail template?

If this didn't help or if you have more questions, please reach out to our Customer Support Team using the Help & Support option in your account. They are available from 9 AM - 10 PM EST on weekdays and 10 AM - 8 PM EST on weekends.

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