Sending Emails
Please note user permissions can affect the ability to use Lead and Client manager.
OneLink allows sending emails with the use of an SMTP Relay, to set up a relay follow our guide: https://intruity.zendesk.com/hc/en-us/articles/17539637746445-How-do-I-set-up-my-SMTP-Relay-for-outgoing-emails-
There are several ways to send emails in OneLink. Emails can get sent to individual clients or leads when on their respected pages or to several emails at once using lead or client manager
Individual Lead or Client
When on the lead/client page click on the Mail icon next to "Email"
This will open a pop up where you can write an email or select a template under "Design Template"
Click "Send" on the bottom left when finished
Lead or Client Manager
Click on "Lead" or "Client", then click on "Lead manager" or "Client Manager"
On the right hand side make your filter selections, for example filter by city or state and click "Submit" on the bottom right
The data that matches the filter selections will populate on the left hand side
From here you can send an email to every one that populates by clicking on "Actions" on the top right
Click on "Email Leads or Email Clients"
This will open a pop up where you can make the email or select a template under "Design Template"
When finished click "Send" on the bottom left to send the emails
Please Note:
You can also click on each lead you would like to send to first to highlight them before clicking on actions-email lead/client in order to email a few from the list of data