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 user 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.

Email Draft Auto-Save

When you compose an email to a contact, LeadCenter automatically saves your work as a draft. This helps prevent you from losing what you have written if you leave the page before sending.

How Draft Auto-Save Works

Drafts are saved automatically while you are writing an email. You do not need to click a separate save button.

• While you are composing — LeadCenter checks for changes and saves your draft in the background.
• When you leave the page — If you navigate away, switch browser tabs, or close the window, LeadCenter saves your draft before you go.

How to Find Saved Drafts

1. Click Emails in the sidebar.
2. Click Email Drafts in the top-right area of the Emails page.
3. Review your saved drafts in the list.
4. Click Open on a draft to continue editing it.

The drafts list includes details such as the subject, recipient, and last-saved date so you can quickly find the draft you need.

Sending or Deleting a Draft

• To send a draft: Open the draft, review the email, then click Send. Once the email is sent successfully, the draft is removed from the drafts list.
• To delete a draft: From the Email Drafts list, click the trash icon next to the draft and confirm the deletion.

Find Contacts and Team Members in the Cc Field

When composing an email to a contact, use the Cc field to add related contacts, professional contacts, family members, and team members as copied recipients.

Related Contact Tags

After you enable the Cc field, selectable tags may appear below the field for people related to the selected contact.

• Family members
• Primary contact
• Professional contacts, such as an attorney or accountant linked to the contact

Each tag shows the person's name and email address. Click a tag to add that email address to the Cc field.

Note: If two related people share the same email address, LeadCenter shows one tag so the same recipient is not added twice.

Search Contacts and Team Members

Start typing a name or email address in the Cc field to search for recipients. Suggestions can include both contacts and team members in your account.

• Search by first name, last name, full name, or email address.
• Each suggestion shows the person's name with the email address underneath.
• Select a suggestion to add that email address as a Cc recipient.
• Duplicate email addresses are filtered out automatically.

Same-Domain Priority

When a contact is selected for the email, LeadCenter prioritizes suggestions whose email domain matches that contact's email domain. This helps you quickly find other people at the same company, organization, or household.

Important Notes

• Search suggestions appear after you start typing in the Cc field.
• Same-domain prioritization applies when the email has a selected contact.
• Contacts without an email address do not appear in the Cc field.
• Drafts are saved per user. You will only see drafts that you created.
• A contact must be selected for the draft to be saved automatically.
• Attachments added to the email are saved with the draft and remain attached when you reopen it.
• AI-generated draft suggestions may also appear in the drafts list.

FAQ

Why did my draft not save?
A draft is only saved automatically when a contact has been selected in the compose form. If you start composing without selecting a contact, the draft may not be saved.

Can other users see my drafts?
No. Drafts are saved per user, so only the user who created the draft can see it.

What happens after I send a draft?
Once the email is sent successfully, the draft is removed from the Email Drafts list.

Email Inbox Navigation and List Improvements

LeadCenter’s email inbox includes several navigation and list-view improvements that make it faster to review email activity without constantly returning to the email list.

Navigate Between Emails Without Going Back to the List

When viewing an email in detail view, you can move to the previous or next email in the current list using the navigation arrows in the header.

1. Open any email from the inbox.
2. In the detail view header, look for the left and right chevron arrows next to the Back button.
3. Click the left arrow to open the next newer email in the list.
4. Click the right arrow to open the next older email in the list.

A position counter, such as 3 of 14, appears between the arrows so you can always see where you are in the list. The arrows are automatically disabled when you reach the first or last email.

Improved Timestamp Display

Email timestamps in the list now always include the time of day, making it easier to identify exactly when an email was sent or received without opening it.

• Emails from today — show only the time
• Emails from this year — show the date and time
• Emails from a previous year — show the full date and time

From Column in the Email List

The email list now includes a dedicated From: column that shows the sender name or address for each email. This makes it easier to scan who sent each message at a glance.

• Unread emails appear in bold
• If sender information is missing, a dash is shown
• Long sender addresses may be shortened to keep the layout clean

Reply and Reply All in the Email Inbox

Click the arrow beside Reply to open reply options, including Reply All.

When an email includes multiple recipients, the Reply button can also give you a Reply All option. This lets you respond only to the sender or include the other recipients from the original message when needed.

1. Open an email from the Emails inbox.
2. In the top-right area of the email detail pane, look for the Reply button.
3. If the email includes other recipients besides you and the sender, a small caret appears next to Reply.
4. Click the caret and select Reply All.

When you choose Reply All, LeadCenter prepares the message like this:

• The To field uses the original sender.
• The CC field includes the other recipients from the original To and CC lines.
• Your own email addresses are automatically removed, including your login email and any shared mailboxes you can send from.
• The mailbox that received the original email is also excluded when appropriate.
• Duplicate addresses are removed automatically.

Note: If an email was sent only to you, or only to your own connected addresses, the button stays as a standard Reply with no dropdown.

This works on the main Emails page, the Emails section on a contact record, the Emails tab on a family or household page, and the single-email bulk reply action.

Where These Improvements Apply

• The main Emails page
• The Emails tab on a contact detail page
• The Emails tab on a family or household page