Add contacts - follow up with customers


This article applies to:

Promptly follow up with your new contacts with an email sent directly from their contact record. Select an email template, customize it if you’d like, and schedule it to send immediately or the next business day.


Send Follow-up, Introduction, or Invite to set appointment email

  1. Go to Contacts located on the left navigation


  2. Click "Add a Contact"


  3. Complete the Add a contact form and click Save contact
  4. Select an action or click the close button  

Pro-Tip! As as soon as you select a template is added to your contacts. You will see a notice appear on the bottom left of your screen. 

Preview Follow-up and Introduction Emails

  1. Review the email and make any desired changes
  2. Click the Send now button to send the email
  3. Or click the Send later button and select when to send the email