With FreeAgent CRM it is possible to send Emails to your Leads automatically. If you are thinking, "how can this be done?" the answer is quite simple, with a combination of Email Templates and Next Steps.
The very first thing you will need is to create an Email Template with the details of the email you want to send. To learn how to create Email Templates please visit the following tutorial:
Then you will need to create a Next Step for the Lead you want to email. To learn how to create Next Steps, visit the following tutorial:
Send Email Automatically
On the Next Step Creation window, there are a few things to consider. First, you will need to give your Next step a description (1) and choose 'Email' as the Next step type (2). It will also need to select the email template (3) which will be used to email your Lead.
Since the email will be sent automatically you can select the date and time (4) you want this action to occur.
The most important step is checking the box next to 'Send automatically' (5), this will tell the system that the email should go out on the selected date and that should be sent from the selected profile to the Lead's email (6).
Once you are ready, click the 'Save' button and your Next Step will be created.
It is possible to tell when a Next Step includes an automation by looking at the icon next to the name of the Next Step.
On the date and time you specified in the Next Step, the email will be sent to your lead, and the Next Step will be marked as 'Done' automatically. If you mark the Next Step as 'Done' before the time you set up, then the email will NOT be sent.