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Send an Email or Message to a Prospect

Send an email to a prospect

While going through your new partner funnel, you'll eventually need to contact your prospects. You can do this by sending an email to them. There are 2 ways you can do this:

  • Send an email from the Prospects screen.

  • Send an email when viewing their profile.

Send an email from the Prospects screen

You don't need to view the prospect's partner profile to send them an email.

  1. From the Prospects screen, find the prospect you want to email.

  2. Hover over their line in the table. At the far right end of the line, select ellipsis-h-solid__1_.svg [More]Email.

  3. Fill out the email form.

  4. At the bottom of the form, select Send.


Send an email from the prospect's profile

You can send the prospect an email when you're reviewing their partner profile.

  1. From the Prospects screen, find the prospect whose profile you want to view.

  2. Select their line in the table. Their profile will appear.

  3. Review their profile as needed.

  4. When you're ready, look under their logo on the left to find the Email option.

  5. Fill out the email form.

  6. At the bottom of the form, select Send.


Bulk email prospects

You can send multiple prospects the same email if you have a prospect you want to use.

  1. From the Prospects screen, select the check-square-solid__2_.svg [checkbox] next to each prospect that you want to include in the bulk email.

    • If you want to send emails to the first 20 prospects in the table, select Select All at the top of the table. Selecting Select All Possible Rows will include the rest if you have more than 20.

  2. Above the table, select Email.

  3. Fill out to email form. Consider using tokens in your email's message.

  4. At the bottom of the form, select Send.


What to include in your email

Regardless of how you send an email to the partner, you must include the following details:

Email Detail


From name

Who the email is from (e.g., your name).

From email

The "return address" of the email (e.g., your email).


This will appear on the subject line of the email.


This will be the email's contents.

Once you've filled in the above information, select Send.

Message a prospect

You can send messages directly to prospects after you’ve added them to the Prospects list.


Your prospect must also have Messaging enabled for them to appear in your messaging list.

  1. Select the Messaging widget in the lower-right corner of your screen.

  2. In the Search channels…bar, enter a specific prospect’s name.

    • If it’s your first time using Messaging, select Start Conversation, then enter the prospect’s name in the Search bar.

  3. Enter your message and select Send.

    • You can also attach files or images by selecting paperclip-solid.svg [Attach file].


You can also access your full inbox by selecting the following sections:

  1. Select the circled icon to view of all messages in your inbox.

  2. Select the string of text to be redirected to your inbox.



Refer to Message Your Partners and Set Your Business Hours and Away Message to learn more about Messaging.

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