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ClickDimensions Quick Send

One of the newest features is a very fast way of sending emails to individuals. For example, if a sales person routinely makes calls and then sends a follow-up email, they can set up a template for this using the Quick Send feature.

For full instructions and a video see this help article. For a quick overview of the feature see below.

You’ll first set up an Email Template as a Quick Send Template:

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Then from a Lead or Contact record you can choose ClickDimensions Quick Send:

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Pick a Quick Send Template from the Email Template drop down and everything will populate. Then change anything you want to and send!

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Written by Allison Macedo, Product Manager at ClickDimensions

 

About the Author:

Allison Macedo is the Product Manager at ClickDimensions.

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