Emails – Prospects

admin

< 1 min read

Updated: November 29th, 2021

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

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

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

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