When sending emails and texts on a Lead or Process, you may want them to be sent to everyone involved in that deal or process. For example, all owners of a property may want to receive updates from you about a given process.
In other cases, you may only want certain contacts to be included on outgoing emails and texts. A common example is the late rent (aka delinquency) process where only financially responsible tenants should receive emails about late rent.
In each Pipeline and Process type, you have the option to choose which Contacts outgoing communication by default. This feature is available on all current pricing plans.
From LeadSimple, navigate to Settings > Process Settings (or Pipeline Settings)
Go to the General tab.
Scroll down to Communication and customize the two toggles:
Send Manual Communications To Primary Contacts Only - OFF by default.
Send Automatic Communications To Primary Contacts Only - ON by default
Now you will need to ensure that you have the correct persons marked as Primary Contacts. On a Lead Profile when you look at the contact cards you should see a yellow or grey star. If the star is yellow, this person is marked as a Primary Contact. If the start is greyed out they are not marked as a Primary Contact.
