How to Email Leads to Others

If you find a lead, or potentially multiple leads that may be of interest to someone, inside or outside of your organization, you can easily send them the lead(s) through our direct email feature. Follow these steps to send leads directly to someone’s inbox.

How to email leads: 

1. From the dashboard, select the leads you would like to email by clicking the little box beside their picture.

2. At the top of the dashboard, a downward facing arrow will illuminate from black to orange. Click this orange dropdown arrow.

3. Select "email" from the dropdown list.

4. Input their email, an optional message and click send.

5. You're done! Those leads will appear in the inbox of the recipient shortly.