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Reply to a lead by email

Answer a website enquiry from the lead card, with the conversation kept on their record.

Table of Contents
  • Open Leads and search for the person. New enquiries appear at the top by default.

  • Open the card and read the enquiry on the timeline.

  • Click the email action, write your reply, or start from a template.

  • Click Send.

The reply is saved on the timeline, so anyone can see what was said.

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Next, read Add a salutation to a lead.