Instructions on how to configure Email Delivery Methods
Email Delivery Method ConfigurationDelivers the lead details in the body of an email template with a portal link.
Email Field MappingsEmail field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
Email Delivery Email TemplateCreate a custom email template to send your client lead data
Email Delivery SettingsTo and From settings for lead email delivery.
Email Retry Settings TabUse the Email Retry Settings to tell the system to retry delivery for failed delivery attempts.
Email Portal Permissions TabClient Portal user email settings for IVR calls, File Attachments, and Analytic Data.
Email Delivery Schedule TabUse the Email Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.
Email Notifications TabUse the Email Notifications Tab to create notifications for you or another team member for failed email deliveries to the client.