To send an email to a specific lead in NOVA CRM, follow these steps:
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Go to the People tab.
Search for the specific lead you want to email.
Click on that lead to open the lead details page.
At the center top, next to Notes, click on Send Email.
In the email form, you can:
Add a subject.
Include CC and BCC recipients.
Attach a file, if needed.
Select an email template if you have one.
Utilize NOVA AI to adjust the tone of your text as required.
After filling out the necessary details, simply send the email. This functionality helps streamline communication and keeps all lead interactions organized in one place.
For any queries, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.
