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. 

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

  1. Navigate to Contacts > People located on the left navigation
  2. Click Add a Contact
  3. Complete the form and click Save 
  4. Select an action, such as Introduce yourself, or click the close button 
  5.  Review and edit your introduction email
  6. Click Send