Sending an event lead email

  1. Select Event Leads. The Event Lead List page is displayed.
  2. Click an event lead name. The Event Lead details page is displayed.
  3. Click Send Email in the Communication History section. The Compose Email page is displayed.
  4. Specify this information in the Compose Email section:
    Contact
    The contact person to whom the email must be sent.
    Related Business Type
    The type of related business.
    Related Business Name
    The name of the related business.
    Category
    The category of the activity.
  5. Select the recipient(s) and specify a subject and the body of the email in the Email Content section.
    Note: 
    • To add a subject and text for the email from a template, click Choose Email Template.
    • To insert a signature, click Insert Email Signature. The signature that is inserted is based on the signature predefined on the Edit User page in the Settings functionality.
  6. Click one of these options in the Attachments section to attach a file to the email:
    • Attach Files from Document Center
    • Attach Files from My Computer
    • Attach Files from Attachments
    Note: You can click Generate Documents to attach a document to the email.
  7. Select the Request eSignature check box in the Request eSignature section to send an email requesting for an eSignature on one or more documents and to generate the documents for eSignature.
    Note: 
    • If this check box is selected, the eSignature Requester field, the Compose eSignature Request option, and the eSignature Request Email Content and eSignature Request Attachments sections are displayed.
    • If the Compose eSignature Request option is selected, the subject and the body of the email is defaulted.
  8. Click Send Email.