Sending a New Email
To send a new email from a lead:
- Navigate to the lead record.
- Click New > Email.
- If a default template is set (see Setting a Default Template), it will automatically populate the subject and body.
- Complete the following fields:
- To – auto-filled if the lead has an email address
- Cc / Bcc – optional; accepts multiple comma-separated emails
- Subject – required unless loaded via a template
- To load a template manually, use the template dropdown.
- Selecting a template will replace any existing content in the subject and body.
- Use the editor to write or edit your message.
- Add attachments (see Adding Attachments).
- (Optional) Select a follow-up activity using Create next activity.
- Click Send or Save Draft to come back to it later.
- If any required fields are missing or invalid, a validation message will appear.
Replying to an Email
To reply to an email from a lead:
- Open the email from the lead activity stream.
- Click Reply or Save Reply All.
- The email editor will open with:
- Subject line prefixed with Re:
- The original message quoted
- To field filled based on your selection
- Make edits as needed.
- Add attachments or create a follow-up activity if required.
- Click Send or Save Draft.
Forwarding an Email
To forward an email from a lead:
- Open the email from the lead activity stream.
- Click Forward.
- The email editor will open with:
- Subject line prefixed with Fwd:
- Full original message quoted in the body
- Empty recipient fields (you must complete these)
- Add your message or make edits.
- Attach files or select a follow-up activity if required.
- Click Send or Save Draft.
Adding Attachments
You can attach files in one of three ways:
- Click Add attachment to open the file manager modal
- Drag and drop files into the attachments section
- Browse and select files from your computer
Setting a Default Template
To set a default template for manual emails:
- Go to Settings > Templates
- Click Default next to the template you want to assign
- Once set, this template will load automatically when composing a new email from a lead
Using the Email Editor
The editor allows you to build branded, formatted emails with merge tags and reusable content blocks.
Key features include:
- Formatting toolbar – text styling, links, alignment, colours
- Drag-and-drop blocks – add images, dividers, and content
- HTML view – click the </> icon to edit raw code
- Reusable blocks – highlight and save content for future use
Need Further Assistance?
If you have any questions or require additional support:
- Visit our Help Centre for more articles and guides.
- Contact our support team via the Help option within the FLG platform.
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