How do I send an automation email from a Deal Owner?

You can update the “From” name or email address to reflect the Deal Owner in an automated email by using the personalize option. This is handy if you want to send the same automated email to your leads, but want to have it come from the deal's owner. To get started:

  1. Go to Automations and click “Edit” for your automation.


  2. Click on your automation email and select “Edit.”


  3. Click the cog on the upper right corner.


  4. Click the personalization icon for either your From Name or From email.


  5. Click the top field and select from one of the Deal Owner fields.


  6. Click "Save."

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