Emails – Leads

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< 1 min read

Where can I see the emails that I have received and sent to my leads?

1. To see the incoming and outgoing record of your emails to your lead, go to the ‘Leads’ section.

saphyte leads tab

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data. Or just select the lead profile from the leads list.

saphyte search box

3. Click on the ‘Emails’ tab. Under the Emails tab, you can see the log of emails sent and received.

saphyte emails tab