ChapterBuilder - How to email a Lead through ChapterBuilder

ChapterBuilder - How to email a Lead through ChapterBuilder

Note, you must be an Admin to access the email feature in ChapterBuilder. Additionally, it's only available on the paid versions of ChapterBuilder.

To email a Lead through ChapterBuilder, follow these steps:

  • Navigate to the Lead's profile (go to "Lead List" > Select the Lead you want to work with

  • At the top of the Lead's profile, you will see “Email”

  • There you will be able to customize the email you are wanting to send

  • Once you click “send” it will be sent immediately to the recipient

Note – once the reply it will go to the inbox you used to register with ChapterBuilder which is the email address the email comes from.