Explore the two different ways of approaching sending emails in Upsales.
Users who are not administrators can send emails once an administrator has activated email under Settings → Marketing → Email settings.
This article covers:
- How to compose a one-to-one email to a new contact
- How to compose a one-to-one email to an existing contact
- Where to find sent emails
How to send a one-to-one email to a new contact
- Click the + in the left sidebar and click Email:
- Enter the email address and Upsales will check if the email address exists in Upsales. If it doesn't, select Add new contact to create a new contact, create and send the email
How to send a one-to-one email to an existing contact
- Click Sales & CRM → dropdown next to Companies & contacts, and then select My contacts or All contacts
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Search for the contact, tick the box next to their name, and click Send email on the popup that appears. If you tick several contacts (up to 100), each contact gets a separate email.
Where to find sent emails
Click Sales & CRM → Emails:
You can also visit the contacts page to view emails they've received.
Use the search bar and filters to refine your search:
Click on a sent email to open it. At the top, click Reply (or Reply all) to answer it. To start a new email with the same content, click the arrow next to it and select Copy email.