Published at: 2026-09-17

Lead email follow-up

Learn how to send email from the Sales Lead details page and use email tracking to see whether the recipient has opened the message.

Overview

Email follow-up is a common way to engage prospects in B2B sales. After you connect a mailbox, you can send and receive email directly from the Sales Lead details page. The system stores the email record automatically and uses the Open Email event to show Read or Unread tracking, so you can judge account interest more accurately.

Before you start

[!IMPORTANT] - Mailbox binding: The current employee must bind their corporate mailbox successfully in personal settings and authorize SMTP and IMAP sending and receiving services. - Basic data: The target Sales Lead must have a valid value in the Email field.

Steps

  1. In the main menu, go to Sales Execution > Sales Leads.
  2. Click the target Sales Lead name to open the Sales Lead Details page.
  3. Select the Activity tab.
  4. Click Write Email. Select Write Email
  5. In the compose window, the system fills the current Lead’s email address into To automatically.
  6. Enter the Subject and write the message body. Compose email > [!TIP] > You can click Select Template to reuse a predefined sales outreach template or product introduction template.
  7. Click Send.
  8. After sending, open the Email tab on the Sales Lead details page to review the message record:
    • If the recipient has not opened the email yet, the record shows the Unread status icon.
    • After the recipient opens the email, the icon switches to Read automatically and records the first open time.
[!NOTE] Business rules and notes: - The email feature stores mailbox communication between the current employee and the related account email address. - The message record is Auto Associated with the current Sales Lead after you send the email. - The business entry point is Account > Details > Email. - Sent email supports read tracking.

Expected results

  • The email is sent successfully through the bound corporate mailbox without switching to an external email client.
  • The email record is associated with the current Sales Lead automatically.
  • The tracking status updates according to the recipient’s actual reading behavior so sales can choose the right time for the next call.

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