How Do I See What Emails Have Been Sent To My Leads?

Just like a traditional CRM, we document all of the emails/texts that your leads receive.

You can quickly see the cadence of communication under the Lead's Profile Timeline. 

To access the Lead's Timeline: 

STEP 1:  Click on the Lead's name to access the Detail View.

STEP 2:  A new screen will appear, displaying the Detail View.

STEP 3:  The Profile Timeline is located in the right-hand column.