Sending Email:
If you wish to send email to the lead, you need to click on the “Send Email” option. The following form will be opened.
The followers of that lead and you can add more recipients here.
You can edit the lead data by clicking on the Kanban Card or by selecting the edit option.
When you click on any “Kanban Card” the following window will be displayed. From here you can mark the lead as “Won” or “Mark Lost” or “Convert to Quotation”, “Schedule/Log Call”, “Schedule Meeting” or edit the lead data.
TAGS: email to lead,sending email
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