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.
You don't need to view the prospect's partner profile to send them an email.
From the Prospects screen, find the prospect you want to email.
Hover over their line in the table. At the far right end of the line, select
[More] → Email.Fill out the email form.
At the bottom of the form, select Send.
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You can send the prospect an email when you're reviewing their partner profile.
From the Prospects screen, find the prospect whose profile you want to view.
Select their line in the table. Their profile will appear.
Review their profile as needed.
When you're ready, look under their logo on the left to find the Email option.
Fill out the email form.
At the bottom of the form, select Send.
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You can send multiple prospects the same email if you have a prospect you want to use.
From the Prospects screen, select the
[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.
Above the table, select Email.
Fill out to email form. Consider using tokens in your email's message.
At the bottom of the form, select Send.
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Regardless of how you send an email to the partner, you must include the following details:
Email Detail | Description |
|---|---|
From name | Who the email is from (e.g., your name). |
From email | The "return address" of the email (e.g., your email). |
Subject | This will appear on the subject line of the email. |
Body | This will be the email's contents. |
Once you've filled in the above information, select Send.
You can send messages directly to prospects after you’ve added them to the Prospects list.
Select the Messaging widget in the lower-right corner of your screen.
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.
Enter your message and select Send.
You can also attach files or images by selecting
[Attach file].
You can also access your full inbox by selecting the following sections:
Select the circled icon to view of all messages in your inbox.
Select the string of text to be redirected to your inbox.
Tip
Refer to Message Your Partners and Set Your Business Hours and Away Message to learn more about Messaging.