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 Text
- Click the blue Envelope icon in the upper right-hand corner
- Select Attachments
- Choose the File > Open
Batch Emails and Attachments
If you want to send a file in a batch email, it is best to upload the file to a hosting service such as Dropbox or Google Drive and include a link to the file in the email. As is normal with email marketing, files cannot be attached to batch emails. More on Attaching Files or Images to Batch Emails.