At times, documents need to be sent to your contacts. Adding attachments to personal emails within Follow Up Boss is as simple as one-two-three!
Adding Email Attachments
Lead Profile
- Open a Lead Profile
- Click Send Email > Attachments
- Then choose Attachments
- Select the File > Open
Quick Email
- Click the blue Envelope icon in the upper right-hand corner
- Select Attachments
- Choose the File > Open
Batch Emails and Attachments
The industry's best practice is to include this information as a link in the body of your email. To learn more, check out Adding Attachments to Marketing Emails.