Explore the two different ways of approaching sending emails in Upsales.
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 in the popup that appears:
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 and near the footer, you can copy it to a new email, create an activity or phone call: