If you're an iOS user and haven't downloaded the Base mobile app, head over to the App Store to install the app on your mobile device to get started with managing your Lead, Contacts, and Deals on the go!
While viewing a card within the Base mobile app, you can send an email directly from the card. Sending an email within Base allows you to see how many times the recipient has viewed an email or clicked on a link embedded in your email.
- Viewing Email Communication from Today
- How to send an Email from a Lead, Contact, or Deal
- Creating an Email Template
- Communication History
You can take a look at your entire inbox/sent box from your Today page by selecting the Communication icon.
In Communication, you can view all of your emails exchanged with Leads or Contacts in Base. They are grouped into folders by Inbox, Sent, and Archived. You can also draft your email from here as well, by clicking into any of the folders & selecting .
Navigate to the Lead, Contact, or Deal card to send an Email. On the Details tab, click on the email address of the recipient.
This is where you'll write the email. For additional options, use the icons at the bottom of the email screen. To add an Attachment, click on . To insert an email template or save this email as a template, select . To insert merge tags within the email, such as First Name, Last Name, Company Name, etc, click on the brackets icon and select what you'd like to use. For rich text formatting options such as bold, italics, underline, and bullet points, click . When you're done writing the email, click Send in the top right hand corner.
If you want to create an Email Template, click on and select Save as Template to save the current email as a template for future use. Don't forget to give it a unique name to find it easily later.
If you'd like, you can insert merge tags into the email by clicking on. Merge tags will fill in information from that particular Lead or Contact into the email, such as "First Name". Templates with merge tags are very helpful for emails that you send on a regular basis, or for mass emailing several people at once.
To view your communication history with a specific Lead, Contact, or Deal, click into the Communication tab on that card. You can view past email and phone communication and send emails directly from this page.
For emails sent through Base, you'll see icons below the email - which shows the number of views of the email, and which shows the number of clicks on links in the email, if there are links included.
Emails you send or receive from that Lead, Contact, or Deal will be a part of the Activity Feed of the that card.