Send Lead Info to More Than One Email Address

By July 19, 2017 FAQs No Comments

Please follow this helpful guide so you can send lead info to more than one person (email address)

1. In the main dashboard click on Connect a Service.

2. Under the Setup Connection, select your Connection (email, slack etc.).

 

3.  For “Email address to send leads to” typed in the person’s email address you want the lead info to go to.

 

4. Next, type the connection name so can identify where lead came from (email, slack, infusionsoft etc.)

5.  Click update connection and you are done.

Note: Now, if you wanted to send the lead info to additional email addresses, you just need to follow the guide again
per email address. So basically you need to add one connection per email address.