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    Conversations

    Sending Emails

    Conversations

    Sending Emails

    Email remains one of the most professional and widely-used communication channels. Lead Fuel CRM's email integration lets you compose, send, and track emails directly from conversation threads, keeping all customer communications organized in one place.

    How to Compose and Send an Email

    Step 1:Open a customer's contact record and go to the Conversations tab
    Step 2:Click on the message compose field at the bottom
    Step 3:Select "Email" from the channel dropdown menu
    Step 4:The email composer opens with fields for To, CC, BCC, and Subject
    Step 5:Enter the recipient email address (auto-populated if replying to an email)
    Step 6:Add a subject line that clearly describes the email content
    Step 7:Type your email message in the body area
    Step 8:Click "Send" to deliver the email

    Email Composition Features

    • Rich Text Editor: Format your email with bold, italic, underline, and text colors
    • HTML Formatting: Switch to HTML view for advanced formatting and custom layouts
    • Hyperlinks: Insert clickable links to websites, landing pages, or resources
    • Lists: Create bulleted and numbered lists for better readability
    • Spell Check: Built-in spell checker catches typos before sending
    • Character Count: Monitor email length to keep messages concise

    Attachments

    You can attach files to emails directly from the CRM. This is useful for sending contracts, invoices, presentations, or documentation.

    Step 1:In the email composer, click the "Attachment" or paperclip icon
    Step 2:Select the file from your computer or file library
    Step 3:The file appears in the attachments section
    Step 4:You can add multiple attachments to a single email
    Step 5:Click "Send" - attachments are included with the email

    Important: Large attachments (over 25MB) may not be delivered by some email providers. Compress large files or use file sharing links instead.

    Email Templates

    Save time and maintain consistency by creating email templates for common messages. Templates are especially useful for follow-ups, proposals, thank-you emails, and status updates.

    Step 1:From the email composer, click "Templates" button
    Step 2:Select "Save as Template"
    Step 3:Give your template a clear, searchable name
    Step 4:Save the template
    Step 5:To use: Click "Templates" and select your saved template
    Step 6:The template content populates in the compose area for editing

    Email Tracking

    Track when customers open your emails and click links. This helps you understand engagement and follow up at the right time. Enable tracking in your email settings to monitor open rates and click-through rates per email.

    • Email open tracking shows when a recipient opens your message
    • Link tracking records which links customers click
    • Engagement timeline shows opens, clicks, and interactions
    • Disable tracking if needed for privacy or compliance reasons

    Tip: Use merge fields in email templates to personalize at scale. Include customer names, company information, and specific details to make every email feel personal even when sending to many contacts.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group

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