How to Email Leads to a Buyer

How Do I Add A Lead Email Template?

If your Buyer needs a different format and/or information other than what is provided in the default lead email template, a custom email template can be created.

To create a custom lead email template in CAKE, follow these steps:

1. Navigate to the Setup main tab
2. Navigate to the Email Templates sub tab
3. Click Add Email Template
4. Name the email template
5. Optionally, choose a From Address or leave blank to use your system default From Address
6. Tick the box titled Is Lead Email

How Do I Customize The Layout Of A Lead Email Template?

To customize the layout and information in the custom email template, follow these steps:

1. Add A Subject name
2. Type or copy/paste the custom email template format into the open text box
3. Add in any of the dynamic email tokens where applicable
4. Click Save

How Do I Apply A Custom Lead Email Template To A Buyer?

To set the custom lead email template for your Buyer, follow these steps:

1. Navigate to the Buyer Contract card
2. Under the Home tab, click on the Post Information sub-tab
3. Scroll down to the Email Template dropdown and choose the name of your new template
4. Click Save

You may also be interested in:

• How to Post Leads to a Buyer's System

• How to Configure Email Settings

• How to Send a Test Lead to a Buyer