[{"data":1,"prerenderedAt":150},["ShallowReactive",2],{"shell":3,"article:workflow-email-composer":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":48,"toc":49,"shots":63,"related":91,"topicNext":128,"paths":129,"videos":135,"sidebar":136},"workflow-email-composer","guide","\u002Fguides\u002Fworkflow-email-composer","mail","Review an email before sending","The email composer opens for a lead through a Send Email action. You need the intended lead, a configured sending identity, and permission to contact the…","advanced","published","browser-observed-read-only","2026-11-04","planned",{"slug":26,"title":46,"href":47},"Email and messages","\u002Ftopics\u002Femail","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>The email composer opens for a lead through a Send Email action. You need the intended lead, a configured sending identity, and permission to contact the recipient. Opening the composer can automatically select the account's default or first available message template and populate the From address; visible text is not proof that someone authored or saved a draft.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"email-composer-options-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"email-composer-options-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Send Email Options tab with Email Layout Template, Schedule Time, CC, BCC and a Track when this email is opened switch\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Femail-composer-options-desktop.jpg\" alt=\"Send Email Options tab with Email Layout Template, Schedule Time, CC, BCC and a Track when this email is opened switch\" width=\"960\" height=\"681\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Options tab in Send Email, where you pick a layout, schedule sending, add CC or BCC and set open tracking. \u003Ca href=\"#screenshots\" class=\"more\">See all 2 screenshots\u003C\u002Fa>\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"email-composer-options-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"review-each-part\">\u003Ch2 id=\"review-each-part\">Review each part\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>On the \u003Cstrong>Email\u003C\u002Fstrong> tab, confirm From, To, Subject, and the selected Template. Within this tab, the toolbar’s \u003Cstrong>Write\u003C\u002Fstrong> control edits the body and \u003Cstrong>Preview\u003C\u002Fstrong> prepares the rendered message.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Attachments\u003C\u002Fstrong>, review selected files, including attachments added by the template. Check version and internal-file warnings. Uploading from the computer stores files; it is not just selecting an existing attachment.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Options\u003C\u002Fstrong>, inspect Email Layout Template, Schedule Time, CC, BCC, and open tracking. Blank Schedule Time means immediate sending; a schedule requires a valid future date and time.\u003C\u002Fli>\n\u003Cli>Return to \u003Cstrong>Preview\u003C\u002Fstrong> to review the resolved message, including signature and footer. Return to Write to correct it.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>\u003Cstrong>Sender\u003C\u002Fstrong> appears only when the selected From address has nonblocking reply-capture advice. Open it to read \u003Cstrong>About this From address\u003C\u002Fstrong>. This advice means replies may not be captured in LeadScore; it does not itself block sending. Required blocking notices and test-mode notices remain on \u003Cstrong>Email\u003C\u002Fstrong>.\u003C\u002Fp>\u003Cp>Tab switches retain the open composer's state. That does not establish durable draft storage. Changing templates can replace content and template-supplied attachments, so recheck the entire message afterward.\u003C\u002Fp>\u003Cp>The November 4 capture below shows the earlier \u003Cstrong>Final preview\u003C\u002Fstrong> label and inline reply advice. A later check of the product's current design found the \u003Cstrong>Preview\u003C\u002Fstrong> label, toolbar placement and conditional Sender tab. These changes were not recaptured or operationally exercised.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"separate-preparation-from-sending\">\u003Ch2 id=\"separate-preparation-from-sending\">Separate preparation from sending\u003C\u002Fh2>\u003Cp>\u003Cstrong>Send\u003C\u002Fstrong> submits the email or scheduled operation. \u003Cstrong>Close\u003C\u002Fstrong> dismisses the composer. Do not press Send to test a preview or clear a warning. Review resolved recipients and channel notices before any separately authorized send.\u003C\u002Fp>\u003Cp>Template loading and final preparation may resolve or generate configured custom links through connected services. Preview does not send email, but it is not universally free of provider activity.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"verify-and-recover\">\u003Ch2 id=\"verify-and-recover\">Verify and recover\u003C\u002Fh2>\u003Cp>If preview fails, return to Write and read the error. After an authorized send, inspect Emails history; a queued or accepted status is not inbox delivery. Do not repeat an uncertain send without checking its status.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-emails\">Emails\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-documents\">Documents\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fcommunication\">Communication\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"email-composer-options-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"email-composer-options-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Send Email Options tab with Email Layout Template, Schedule Time, CC, BCC and a Track when this email is opened switch\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Femail-composer-options-desktop.jpg\" alt=\"Send Email Options tab with Email Layout Template, Schedule Time, CC, BCC and a Track when this email is opened switch\" width=\"960\" height=\"681\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Options tab in Send Email, where you pick a layout, schedule sending, add CC or BCC and set open tracking.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"email-composer-options-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"email-composer-write-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"email-composer-write-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Send Email on the Email tab with From and To fields, a sender setup warning, Subject, Template and the editor toolbar\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Femail-composer-write-desktop.jpg\" alt=\"Send Email on the Email tab with From and To fields, a sender setup warning, Subject, Template and the editor toolbar\" width=\"960\" height=\"354\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Email tab in Send Email, with the sender, recipient, subject, template picker and writing toolbar.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"email-composer-write-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"email-composer-write-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[50,54,57,60],{"id":51,"text":52,"depth":53},"review-each-part","Review each part",2,{"id":55,"text":56,"depth":53},"separate-preparation-from-sending","Separate preparation from sending",{"id":58,"text":59,"depth":53},"verify-and-recover","Verify and recover",{"id":61,"text":62,"depth":53},"screenshots","Screenshots",{"email-composer-options-desktop":64,"email-composer-write-desktop":71},{"id":65,"src":66,"alt":67,"caption":68,"width":69,"height":70},"email-composer-options-desktop","\u002Fmedia\u002Fscreenshots\u002Femail-composer-options-desktop.jpg","Send Email Options tab with Email Layout Template, Schedule Time, CC, BCC and a Track when this email is opened switch","The Options tab in Send Email, where you pick a layout, schedule sending, add CC or BCC and set open tracking.",960,681,{"id":72,"src":73,"alt":74,"caption":75,"width":69,"height":76,"annotated":77},"email-composer-write-desktop","\u002Fmedia\u002Fscreenshots\u002Femail-composer-write-desktop.jpg","Send Email on the Email tab with From and To fields, a sender setup warning, Subject, Template and the editor toolbar","The Email tab in Send Email, with the sender, recipient, subject, template picker and writing toolbar.",354,{"src":78,"width":79,"height":80,"title":81,"callouts":82},"\u002Fmedia\u002Fannotated\u002Femail-composer-write-desktop-annotated.svg",1430,435,"Write an email",[83,86,88],{"number":84,"text":85},1,"Check the From and To addresses before you send.",{"number":53,"text":87},"The chosen Template, here Cold Outreach, fills in the subject and message.",{"number":89,"text":90},3,"Use Write to edit the message and Final preview to see how it will look.",[92,98,104,110,116,123],{"slug":93,"title":94,"href":95,"icon":37,"description":96,"level":97},"workflow-lead-emails","Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","Emails shows recorded email activity for the lead, including scheduled items, verification entries, and message history. Open the intended record in the shared…","intermediate",{"slug":99,"title":100,"href":101,"icon":102,"description":103,"level":97},"workflow-lead-documents","Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","users","Documents shows files associated with the current lead. Open the intended record in the shared drawer and choose Documents. You need access to the record and…",{"slug":105,"title":106,"href":107,"icon":37,"description":108,"level":97,"productLocation":109},"communication","Review communication and prepare outreach","\u002Fguides\u002Fcommunication","Communication groups the records your team works with and the conversations that result. Start with review, then choose a specific authorized action. Sending…","Communication",{"slug":111,"title":112,"href":113,"icon":37,"description":114,"level":97,"productLocation":115},"message-batches","Understand a bulk message request","\u002Fguides\u002Fmessage-batches","A message batch page follows one existing Communication request. Open it from that request’s activity link with permission to view the associated workspace…","Communication → select leads → WhatsApp → Open this request’s activity",{"slug":117,"title":118,"href":119,"icon":37,"description":120,"level":121,"productLocation":122},"email-voice","Save samples of your email writing style","\u002Fguides\u002Femail-voice","My Email Voice stores your own writing samples for AI-generated emails. Samples belong to your account in the current workspace. They guide style while current…","beginner","Settings → Templates → My Email Voice",{"slug":124,"title":125,"href":126,"icon":37,"description":127,"level":121},"email-provider-comparison","Compare email-provider cost scenarios","\u002Fguides\u002Femail-provider-comparison","Compare Providers estimates email-provider costs for a common scenario and can model a mixed-provider allocation. It is a planning tool, not a sender-routing…",{"slug":111,"title":112,"href":113},[130],{"slug":131,"title":132,"href":133,"letter":134},"b-email-outreach","B — Review an email before sending","\u002Flearn\u002Fb-email-outreach","B",[],{"title":46,"href":47,"groups":137},[138],{"title":139,"items":140},null,[141,142,143,144,145,146],{"label":106,"href":107,"slug":105},{"label":38,"href":36,"slug":34},{"label":112,"href":113,"slug":111},{"label":118,"href":119,"slug":117},{"label":125,"href":126,"slug":124},{"label":147,"href":148,"slug":149},"Review an email provider and estimate a scenario","\u002Fguides\u002Femail-provider-detail","email-provider-detail",1793910214309]