Applies to accounts on the Plus plan and up.
One-to-one emails are one-off messages that can be sent to Contacts from a Deal record. These emails can also be sent from the Contacts Overview page and the Contact Profile page.
Follow the steps below to send a one-to-one email to the secondary contact on a Deal:
- Go to Deals and select the Deal by clicking it.
- Click on the secondary contact.
- You will be directed to the Contact Profile page for your secondary contact. Click on “Send Email” located in the compose bar at the bottom of your screen.
- Compose your message and click “Send.”
For more information on creating one-to-one emails, please see this help document (link to how to send a 1-to-1 email to a contact).
To learn how to use Saved Responses (templates) in your one-to-one emails, click here.