Personalization tokens Fill-in-the-blank areas Static text None of the above

Add your portal’s BCC address to the BCC line of your emails. Copy the body of the email and paste it into a note in the CRM. Use the CRM’s…

Check the boxes next to each person and bulk-create a task for all of them. As you create the task, be sure to select the appropriate queue. “Task queue” and “saved filters”…

Follow up Call Email To-do

A reminder email is sent to the person the task is assigned to. The task automatically gets marked as “Complete.” The task gets deleted. The user the task is assigned…

A playlist of activities you can work through, one at a time. A filtered list of contacts that shows you the most important people to focus on. A written list…

“Email templates need to be relevant to as many people as possible, so keep the topic as broad as possible.” “Every email you send should ask your contacts to commit…

The template’s name is the same as its subject line, so it needs to be short, clear, and focused on the recipient’s needs. The name is only visible internally, so…

Use your elevator pitch as the subject line. Add as much detail as possible so the recipient knows what’s in the email. Keep it short in case the contact views…

A reference to a blog post your recipient recently published The recipient’s first name Your standard elevator pitch All of the above