Send one-off emails to easily engage with prospects without having to enroll them into a cadence.
- To send a one-off email, navigate to the record that you want to send an email to
- In the Conquer Email component, type in the record’s email address.
Note: Clicking on the email address from a Salesforce email field will not automatically populate the 'To' field. Make sure to copy and paste the email address into the email field.
- Continue with composing your email or select an email template.
- Once your email is ready to go, click Send to send the email.
Note: Tasks will now be created and logged for emails sent outside of a Cadence.
This item must be enabled by Conquer Development after the updated package is installed. Contact your CSM for more information.