ClickDimensions Quick Send

One of the newest features is a very fast way of sending emails to individuals. For example, if a sales person routinely makes calls and then sends a follow-up email, they can set up a template for this using the Quick Send feature.

For full instructions and a video see this help article. For a quick overview of the feature see below.

You’ll first set up an Email Template as a Quick Send Template:



Then from a Lead or Contact record you can choose ClickDimensions Quick Send:



Pick a Quick Send Template from the Email Template drop down and everything will populate. Then change anything you want to and send!


Written by Allison Macedo, Product Manager at ClickDimensions


Powered by WPeMatico