(Estimated time: less than 1 minute if the email content is already written)

You’ve just installed NextLead and need to send an email to a contact? Here’s how to do it in just a few clicks:

Video Tutorial

https://www.loom.com/share/bfdc67362458414394052e37aa1cecc6?sid=f90fd6f0-5cff-4aba-a778-59d74f73139b

Step-by-Step Guide

1. Identify the contact you want to email, then click on their profile in your dashboard. This will open the contact’s information page:

Contact page with visible Gmail and NextLead tabs

1. Next, click on the Gmail or NextLead tab to send your email (you’ll need to request access to use the Gmail integration).

Then simply choose the sending domain, write your email and subject, select variables if needed, and click "Send Email"!

Once sent, you’ll receive a confirmation notification.

Example of sending an email via NextLead

1. You can also change your sending domain and create your email signature by adding them in the "Settings" tab of your profile :

Account settings