In order to send emails from your team’s main email address, you’ll want to configure what we call a “connected email.” Once you’ve set one up, you can choose to send the emails in your task sequences from that address. You’ll also receive responses to those emails at that address. Setting it up is a cinch:
1. Log into LeadSigma and click on Settings, then Email:
2. Click Connect a Mailbox:
3. In the pop-up that appears, enter the email address you want to use and the sender name you want associated with that address. This will probably be your organization or company’s name. If your organization has multiple locations, you may want to include the name of your particular location so your leads don’t get confused.
That’s enough for most of our users to get set up. Once in a blue moon, a user needs a little extra help getting his mailbox connected. There’s a variety of reasons your email connection could be the slightest bit trickier than the next person’s, but what matters is that it doesn’t matter because we’ve got your back! Send us an email at firstname.lastname@example.org or ring us at 913.243.8377. If you can’t do it with the instructions here, then we’ll support you the rest of the way. We love to help, so don’t be shy - we’re a phone call away!