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.
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