How to send emails from the dialer

Your agents have the ability to send emails to leads while they are talking to the lead or later by pulling the lead up from their search bar, even if they aren't on the phone with them.

Once the email template is created, your agent will now be able to select an email template to send from a drop-down menu in the "Contact View" screen.


When a template is selected, the agent can either choose to send the email to the email address that you may have already uploaded with your lead information.

Or the agent can chose to enter an email destination, then click "Submit". That's it!

*Note* Agents do not need to be in a live call to use this function. They can view the records of a call from the "List View" tab and send emails while viewing the record.

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