LeadSimple

Learn how to email a lead through LeadSimple, manually or automatically.

Emailing a Lead Manually or Automatically (One-Off Emails)

Have you ever had a water shutoff and needed to send a bulk email to all your tenants? You can send mass emails to all your customers through LeadSimple.

How to Schedule and Send Mass Emails in LeadSimple

Set an email address to be the default sending address or any pipeline or process type.

How to Set a Default Outbound Email Address for Sales Pipelines and Processes

Choose which Contacts should be included on outgoing emails and text messages in Pipelines and Process Types

Learn what file types and file sizes can be uploaded as attachments to emails

Supported File Types and Maximum File Size for Email Attachments

Have you ever wondered why your email sending exceeded the quota?

Email Sending Limits

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Tori Bradford

Alexa Roeper

Sending Emails

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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