Managing Prospects

Send emails outside a cadence

You can use the Send Mail and Mail Merge options to send one off emails that aren’t part of a cadence.
To send an email for a single prospect

  1. Go to the Prospects page and select the prospect you wish to email.
  2. Select SEND MAIL from the menu that appears.
  3. You can choose an existing template or write a new email to be sent.

 

To send a one-off email to multiple prospects

  1. Go to Prospects page and select the prospects you wish to email.
  2. Select MAIL MERGE from the menu that appears.
  3. Choose from your templates, after which you can preview the email.
  4. Click on Start to send the emails.

 

Tip: If the prospect is currently in or has recently completed a cadence, the default Safety Settings can prevent the one off email from being sent. You can go to the Mail section, Outbox, Flagged emails and overrule the email.