If you do not have an email scheduled on your day planner, but need to send an email to a Prospect or Influencer/Point of Contact on file, you can do so from the Prospect profile.
1. Click on the Prospect tab on the left-hand side of the screen.
2. Find the name of the Prospect you are looking for and click their profile.
3. Scroll to the bottom of the Prospect profile. Under the blue "Update Profile" button you will see an email icon. When clicked, this will allow you to compose and send a one-off email to your prospect.
- If this part is greyed out, it means the prospect does not have an email address in WelcomeHome, or they have opted out of emailing.
Note: You can also send an email from this screen to any influencers or contacts that have an email on file within this prospect's profile by clicking the email icon under their name.
4. The email address will be pre-populated. Select a message template from the drop-down menu or craft the body of your email. Note that message templates are added by your leadership.
5. Add any attachments if applicable.
You can further customize your text by using the buttons that are right below the subject line. Change the font, text size, text color, highlight and indent your text.
Additionally, use the following buttons to insert an image, insert a link, insert an attachment from your computer, or insert an attachment from the knowledge center.
6. When ready, click “Send”.