Forward to Email
Forwarding prospects and correspondence to your email is easy
Alex
Last Update 2 years ago
One of the many useful features of ProspectingToolkit is the forward to email tool, which allows you to send any prospect or conversation to any email address, even if it’s not directly connected to your ProspectingToolkit account.
While any email correspondence automatically syncs with any connected email integrations, such as Gmail, there may be times where you want to send a prospect to a colleague’s email, or a personal address that hasn’t been connected to ProspectingToolkit.
It’s easy to forward your correspondence to another email address.
Just follow the very simple steps below.
1. Head to your inbox via the left-hand menu on your dashboard.
2. Click on the prospect you want to forward and look to the top right-hand corner for a symbol with three dots
3. Click Forward to email
4. Choose an email address to send to
