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- What is Due not before and Due not after in Task Manager?
- Can you schedule appointments using the CRM Add-in Offline Module?
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Currency Support Feature
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- How do I change the background color of the message ticker at the top of the page?
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- How do the ‘Export Status’ & ‘Date Exported’ fields work?
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- How do you set the field order in a download file
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- Why isn't workflow executing when I Assign Records from Search Results
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- Adding options to the main menu - including links to external sites
- Administration Functions Defined
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- Why are other users showing as grayed out in Logon Management page?
- Why don't I see my name in the list of available users/callers in Smart Queue?
- Why is a logon 'grayed out' so that I can't access it
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- Email Settings Section
- How to Add Assigning Records Privilege to Partner Reps
- User and Logon - Internal Security
- User and Logon - Privileges
- User and Logon - Profile Settings
- What privileges are required for having Access to the Call Stats / Disposition Report?
- Why are other users showing as grayed out in Logon Management page?
- Why are some users not able to download Custom Reports?
- Why don't I see my name in the list of available users/callers in Smart Queue?
- Why is a logon 'grayed out' so that I can't access it
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- Adding Users
- Assignments Tables
- Calendar and Callbacks Tab in User Settings
- Can you please explain what a logon of User type = Global User is?
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Creating User Logons
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- Daily Email Notification
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- Email Signatures Tab
- How to Add Assigning Records Privilege to Partner Reps
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- I have forgotten my password. How do I find out what it is?
- Importing Logons
- LeadMaster Single Sign On (SSO) with Google
- Logon Management
- No pop-up window to send notification when creating callbacks/events?
- User Types Documentation
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- Why do Users still have access to Campaigns even though the Access to Campaigns is turned off?
- Why don't I see my name in the list of available users/callers in Smart Queue?
- Why is a logon 'grayed out' so that I can't access it
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- What is Due not before and Due not after in Task Manager?
- How Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?
- How to enable "Add Task" in Workflow Resulting Action(s)
- How to use workflows to send an email blast, using an email message template with an embedded form.
- Opportunity Workflow
- Sales Comments as a result of Workflow when an Email is Opened or Clicked
- Smart Queue & Record Locking
- Smart Queue Resting
- Track Who Entered Records into your LeadMaster System
- Using Workflow to Send an Email template with Embedded Form
- Why isn't workflow executing when I Assign Records from Search Results
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- What is Due not before and Due not after in Task Manager?
- Google Calendar sync not working even with authenticated google credentials
- How does Google Calendar Sync work for users with access to multiple Workgroups?
- How does Outlook Sync with LeadMaster? How does the CRM Sync Tool work?
- If a user gets deactivated, what will happen to the callbacks and events assigned to him/her?
- Task Manager Doesn't Appear to Work
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- Create a Custom View for Displaying Accounts
- Custom Labels
- How are the section header colors customized on the Sales Update and Edit Profile Pages?
- How can I download the mobile phone number - I don't see it in the list of downloadable fields.
- How do I add Marketing Mix to the fields available for import?
- How do I change the background color of the message ticker at the top of the page?
- How to set a Custom Label set for a user's logon
- I get an error when trying to change the label on a field in customize pages
- Importing To Opportunity Product Reference Table
- Testing an HTTP Post
- The maximum length for the contact level fields
- What field types are available in the custom fields at the contact level?
- Why Can't I See the Smart Queue Call Attempts in Workflow?
- Will a mapped custom form field work if the system field where it is mapped to is located in a disabled section?
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- Azure File Access
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Does LeadMaster De-duplicate on Import?
- Does the Download Scheduler Include Attached Files?
- Downloading Lead Information
- How can I download the mobile phone number - I don't see it in the list of downloadable fields.
- How can I update the Parent Company for multiple records?
- How do I add Marketing Mix to the fields available for import?
- How do I import responses to a multiple select field?
- How do I see a list of leads that have not been acted upon?
- How do the ‘Export Status’ & ‘Date Exported’ fields work?
- How to download and import records with Contact ID
- How to download Data in Custom Form fields in LeadMaster
- Importing To Opportunity Product Reference Table
- The 'Export Status' & 'Date Exported' fields
- What happens when you merge records?
- Why can't users see the Product Code and Product Description fields when importing opportunities?
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- Bounced Emails - FAQ
- Converting Existing Email Templates with CSS To LeadMaster
- Couple of ways to have a background color in an email template
- CRM Sync for Email without Outlook
- Email Address Verification
- Email Count and Limit
- Email Signature and Lead Nurturing Tracks
- Email Storage Policy
- How Often Does LeadMaster Try To Re-deliver An Email That Has A Soft Bounce (mailbox full etc)
- How often is bulk email / email marketing sent? Is there a delay?
- How to add merge fields in the Subject line of email message template
- If you set a contact(s) to Pause Lead Nurturing Campaign is there any way to search those contacts?
- Improve Email Delivery - IPs that should be used for Whitelisting
- LeadMaster Email Marketing Campaigns
- Opt-Out Rules for Email Marketing and Lead Nurturing
- Options for sending email from LeadMaster
- Sending Email to Avoid Spam Traps
- Using Workflow to Send an Email template with Embedded Form
- What Can Be Changed on a Lead Nurturing Track?
- What happens when a custom form link is inserted into an email sent from LeadMaster?
- What is this email I get every day from the LeadMaster CRM? Daily Email Notification
- What's the difference between Email Marketing, Lead Nurturing and Marketing Automation?
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- ‘Responses are Dependent On’ Field in Custom Forms
- Adding New Questions
- Checkbox Questions
- Client Web Form to Custom Form Mapping
- Custom Form - Profile Fields
- Custom Form Edit Page
- Custom Form List Page
- Custom Forms - Types of Custom Forms
- Custom Forms Design Page
- Customized Smart Form for Mortgage Companies
- Enhanced Feature-Opportunity Forms
- Fannie Mae Form
- Field Masking on Custom Forms
- How to create a custom submit button on a Smart Form
- How to download Data in Custom Form fields in LeadMaster
- Importing Responses for Custom Form Dependent Fields
- Label Type Questions
- LeadMaster Survey Form
- Map Web Forms to Custom Forms Using Checkboxes and/or multi-select fields
- Opportunity Type Custom Forms
- Preview Custom Form
- Radio Type Questions
- Sample Javascript for Web Form Field Validation
- Text, Encrypted Text and Text Area Type Questions
- Use Custom Domains on LeadMaster Landing Pages
- Using Workflow to Send an Email template with Embedded Form
- What happens when a custom form link is inserted into an email sent from LeadMaster?
- Will a mapped custom form field work if the system field where it is mapped to is located in a disabled section?
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- Articles coming soon
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- Articles coming soon
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- Can Outlook Sync be used in a Windows Terminal Server environment?
- Can't uninstall CRMtool Sync for Outlook?
- CRMSync Tool - doesn't log emails
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- How do I sync Outlook Emails with LeadMaster?
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- LeadMaster CRM Extension for Outlook
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- Outlook CRMTool Contact Sync
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- Outlook Sync FAQ
- When logging an email from Outlook to multiple recipients, can they manually tell the system which record to attach the email to?
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- Articles coming soon
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- Can't see the opportunity custom form
- How can I import multiple products when importing opportunities
- Importing To Opportunity Product Reference Table
- Opportunity Workflow
- What happens if I delete a product from the opportunity product reference table?
- Why can't users see the Product Code and Product Description fields when importing opportunities?
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- Activity Hub Report
- Create Report Subscriptions for Other Users
- Fields Available For Charting Custom Reports
- How much does Xtreme-Reporting cost?
- How to bypass security on Public Custom Reports
- Importing Report Subscriptions into Xtreme-Reports
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- Kanban View in Search Results
- Report Wizard
- Smart Queue Report - How are the figures calculated when I click on the 'Select' button in the Smart Queue
- Track User Activity
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- Daily Email Notification
- How are the section header colors customized on the Sales Update and Edit Profile Pages?
- How do I change the background color of the message ticker at the top of the page?
- Record Update Default vs Contact to Record
- When you clone a WorkGroup - what doesn't clone?
- Why are the Sales Rep Comments/Notes not being saved when I do a mass update?
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- Append Records
- File Update Maintenance, Update Append Records, Opportunities, Contacts
- Fum in Attached Files to records
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- How to FUM into the Record Sales Comments field
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- Importing to the Forecast Date
- Is there any way to recover a merged record?
- Last Action Triggers
- Send Record in the Options Menu on the Record
- Smart Queue Report - How are the figures calculated when I click on the 'Select' button in the Smart Queue
- Smart Queue Resting
- Smart Queues and Records with Multiple Contacts
- The Green Megaphone On Search Result Pages
- The maximum length for the contact level fields
- The maximum length for the record level fields
- Update/Append at the Contact Level
- What actions in LeadMaster trigger the "Last Updated" field?
- What happens when you merge records?
- What privilege should be turned on to allow the user to merge records?
- Why is the Record No no longer showing on the Record page?
- Why is the Review and Take Action page showing different section placement for some users?
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- ‘#’ (pound sign) in data getting passed thru POST is messing up that field and the rest in the Record
- # sign shows up in Email Message Templates when attaching a file
- Can't upload file - I have a file named 5.1.2011.pdf and I keep getting an error message saying the file is not of approved type. It's a pdf and I've uploaded lot's of pdf's in this one workgroup.
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- Improve Email Delivery - IPs that should be used for Whitelisting
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- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- CRM Sync for Email without Outlook
- Currency Symbols Not Showing Correctly
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- Home Page Searches
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- How Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?
- How do I add Marketing Mix to the fields available for import?
- How do I see a list of leads that have not been acted upon?
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- How to add merge fields in the Subject line of email message template
- How to bypass security on Public Custom Reports
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- Why Can't I See the Smart Queue Call Attempts in Workflow?
- Why don't I see my name in the list of available users/callers in Smart Queue?
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- Accessing information on Contacts, Opportunities & Custom Forms from the Search Results screen
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- Home Page Searches
- How Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?
- How do I see a list of leads that have not been acted upon?
- If you set a contact(s) to Pause Lead Nurturing Campaign is there any way to search those contacts?
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Send Record in the Options Menu on the Record
Last Updated:
byAndy Brownell
Views831
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Overview
How to email the content of a record.
PREREQUISITES: In Manage Workgroups you must have ‘Clone Multiple Records’ enabled in order to see the ‘Send Record’ menu item.
Steps
Open the record by clicking on it.
- In the options menu select ‘Send Record’. If you don’t see ‘Send Record’ ask your admin to enable ‘Clone Multiple Records’ in ‘Manage Workgroups’.
- When sending the record you’ll have the option to send to:
- An email address
- The email of the account manager
- The email of the partner rep
You will also have the following options for what is included in the record:
- You’ll be able to select any / all of the sections.
- You’ll be able to include attached files if you wish.
TIP: Remember to enable ‘Clone Multiple Records’ in Manage Workgroups.
NOTE: The difference between ‘Print/Email a Record’ and ‘Send Record’. Print/Email will attach the record to the email as an HTML file. By contrast Send Record will embed the record inside the email.
WARNING: Email is always sent ‘best effort’. If you don’t receive the email please add the ‘from address’ to your address book and ask your IT Professional to whitelist the from address.
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