Send an email message as a lead note

Before you begin

Before you can send an email message to a lead as a note, you need to know the email address of the lead's dropbox.

To find the email address of a lead's dropbox:

1. In the Business menu, select Leads.
2. On the Lead Manager screen, make sure the All tab is selected.
3. Drill down on the name of the Client/Prospect you wish to use.
4. Under the Add Note button, record the email address of the lead's dropbox. The address will be similar to: [e-mail].

Sending a note by email

To send an email message (and any attached documents) to a lead as a note:

1. • Send, forward or CC an email (and any attachments, if required) to the lead's dropbox address.
   • Distribute the dropbox address to other staff so that they can send email to the dropbox.Do any of the following, as required:

Related tasks

• Assign an email message as a lead note