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How to Send Email

We provide a simple yet powerful email integration with email templates through your own email account.

Jeppe Liisberg avatar
Written by Jeppe Liisberg
Updated over a week ago

You can send emails from the lead view. Choose the ‘E-mail’ tab right above the comment field and action buttons when you are looking at the lead.

Sending emails from within Myphoner is as simple as selecting a template from the predefined set of emails; Myphoner will merge the relevant contact information from your lead.

Sending email directly from the lead view in Myphoner.

If there are no emails to choose from, you or your manager will need to add one or more templates from the list configuration page.

Connect your e-mail account directly to Myphoner

If you are using Gmail or Outlook 365, you can connect your email account to send emails and receive replies directly through Myphoner when working your queue.

Send using your desktop email client

By default, Myphoner will open the email in your default email client. The message will be ready to send with the lead’s email address, your email address, your dropbox address, and the email content all added by Myphoner.

You do not have to do anything else; just make sure you have an email client installed locally on your PC or Mac.

Choosing a desktop client: If you are using Hotmail, Outlook 365 or any other browser-based email provider, you need a desktop email client that can send through those services on your behalf. There's plenty of clients to choose from though. Here's a recent review of 10 desktop email clients you can install and use free of charge.

Open an email template in your desktop client for sending.

Email Signatures

You can easily set up an email signature within Myphoner, for a detailed overview of how to set one up check out our article.

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