Help Center

Sending and receiving emails

Some of the benefits of connecting your emails in LeadCenter:

• See all email communication related to a contact under the contact page.
• See open and click rates for each email.
• See scheduled email marketing to contacts directly inside your CRM.
• Automate sending emails using workflows.
• Automate sending confirmation emails and reminders for meetings and events.
• Automate sending client review meeting reminders.
• Use email templates to save time while sending emails and to stay compliant

You can send and receive emails from a shared email account or individual email accounts. There is one shared email account for the entire account shared among all users. Also each other can set up their own individual email account to send and receive from lead center.

• Set up shared email account.
• Set up individual email account.