[{"data":1,"prerenderedAt":179},["ShallowReactive",2],{"shell":3,"article:b-email-outreach":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":49,"toc":50,"shots":73,"related":102,"paths":140,"videos":141,"path":142,"sidebar":178},"b-email-outreach","path","\u002Flearn\u002Fb-email-outreach","mail","B — Review an email before sending","Learn how to inspect a message's sender, recipient, wording, attachments, and delivery options. This path stops before sending, scheduling, or saving…","beginner","published","browser-observed-read-only","2026-11-04","planned",{"slug":46,"title":47,"href":48},"learn","Learning paths","\u002Flearn","\u003Cfigure class=\"see shot\" data-shot-figure=\"email-composer-write-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\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\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Email tab in Send Email, with the sender, recipient, subject, template picker and writing toolbar. \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-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>\n\u003Csection class=\"section\" data-section=\"your-goal\">\u003Ch2 id=\"your-goal\">Your goal\u003C\u002Fh2>\u003Cp>Learn how to inspect a message's sender, recipient, wording, attachments, and delivery options. This path stops before sending, scheduling, or saving configuration.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"box box-prereq\" data-section=\"what-you-need\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Before you start\u003C\u002Fp>\u003Ch2 id=\"what-you-need\">What you need\u003C\u002Fh2>\u003Cp>Use an existing synthetic Demo lead. A phone number and SMS registration are unnecessary for email review. The Demo Account has no mailbox pool or sender profile, although the composer can display an existing default From identity. That visible identity does not establish a ready sending or reply-capture setup.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"read-only-milestones\">\u003Ch2 id=\"read-only-milestones\">Read-only milestones\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>\u003Cstrong>Find the history first.\u003C\u002Fstrong> Open the lead's \u003Cstrong>Emails\u003C\u002Fstrong> tab and inspect the existing view. Check \u003Cstrong>Notes\u003C\u002Fstrong> for context. Reading history helps prevent repeated outreach, but the capture does not prove a new email was sent.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Open Send Email.\u003C\u002Fstrong> Inspect the \u003Cstrong>Email\u003C\u002Fstrong> tab's \u003Cstrong>From\u003C\u002Fstrong>, \u003Cstrong>To\u003C\u002Fstrong>, \u003Cstrong>Subject\u003C\u002Fstrong>, and \u003Cstrong>Template\u003C\u002Fstrong> controls. Do not type, choose recipients, or select another template. In the observed session, the composer asynchronously selected an existing \u003Cstrong>Cold Outreach\u003C\u002Fstrong> template and default From identity. It must not be presented as an empty manual draft or a message authored during this lesson.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Identify the final-review surface.\u003C\u002Fstrong> Locate \u003Cstrong>Write\u003C\u002Fstrong> and \u003Cstrong>Preview\u003C\u002Fstrong> at the right end of the body toolbar. The historical capture shows the earlier \u003Cstrong>Final preview\u003C\u002Fstrong> label; it does not verify the newer placement or a final rendering. A later send should be checked in its final recipient-visible form.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Inspect Options.\u003C\u002Fstrong> Open \u003Cstrong>Options\u003C\u002Fstrong> and review \u003Cstrong>Email Layout Template\u003C\u002Fstrong>, \u003Cstrong>Schedule Time\u003C\u002Fstrong>, \u003Cstrong>CC\u003C\u002Fstrong>, \u003Cstrong>BCC\u003C\u002Fstrong>, and the open-tracking choice without changing them. The \u003Cstrong>Attachments\u003C\u002Fstrong> tab is available; attachment selection and upload were not exercised. Do not interpret a briefly shown default as a confirmed stored account preference.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Close without sending.\u003C\u002Fstrong> Use \u003Cstrong>Close\u003C\u002Fstrong>. This lesson does not claim that closing saves a draft. Inspect \u003Ca href=\"\u002Fguides\u002Fsettings-email-sending\">Sending\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings-mailboxes\">Mailboxes\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings-sender-profiles\">Sender Profiles\u003C\u002Fa>, and \u003Ca href=\"\u002Fguides\u002Fsettings-inbound-mail\">Inbound Mail\u003C\u002Fa> as read-only setup references.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>If \u003Cstrong>Sender\u003C\u002Fstrong> appears, it contains nonblocking advice about capturing replies to the selected From address. Read \u003Cstrong>About this From address\u003C\u002Fstrong> without changing setup. The tab is conditional; required blocking notices and test-mode notices remain on \u003Cstrong>Email\u003C\u002Fstrong>. Its absence does not establish that delivery or reply capture was tested.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"box box-result\" data-section=\"your-useful-outcome-now\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Result\u003C\u002Fp>\u003Ch2 id=\"your-useful-outcome-now\">Your useful outcome now\u003C\u002Fh2>\u003Cp>You can explain who a message appears to come from, whom it would reach, where to check the final content, and which options could schedule or copy it. You have not established that the provider can deliver it or capture a reply.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion box-later\" data-section=\"later-operational-exercise--not-performed\">\u003Csummary>\u003Ch2 id=\"later-operational-exercise--not-performed\">Later operational exercise — not performed\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">For later\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>With separate permission for an exact controlled recipient, confirm sender and reply readiness, write and review one message, inspect any attachments and copied recipients, then submit \u003Cstrong>Send\u003C\u002Fstrong> once. Verify history, actual inbox receipt, and a reply arriving in the intended place. Do not send to \u003Ccode class=\"chip\">example.com\u003C\u002Fcode>; it is reserved for fictional prose examples. \u003Ca href=\"\u002Fguides\u002Fsettings-email-templates\">Email Templates\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings-signature\">Signature\u003C\u002Fa>, and \u003Ca href=\"\u002Fguides\u002Fsettings-placeholders\">Placeholders\u003C\u002Fa> explain reusable content settings.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Cdetails class=\"accordion\" data-section=\"if-something-looks-wrong\">\u003Csummary>\u003Ch2 id=\"if-something-looks-wrong\">If something looks wrong\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">Troubleshooting\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>A sender displayed in From is not evidence that a mailbox pool or sender profile exists. A delayed template selection can change what is shown while the composer loads. If a later send has an uncertain outcome, inspect history before retrying. Tracking opens does not prove human reading, and closing the composer does not prove draft persistence.\u003C\u002Fp>\u003Cp>Continue with \u003Ca href=\"\u002Flearn\u002Fd-follow-ups\">D — Follow-ups\u003C\u002Fa> or \u003Ca href=\"\u002Flearn\u002Ff-ongoing-outreach\">F — Ongoing outreach\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\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>\u003Cfigure class=\"shot\" data-shot-figure=\"settings-email-domain-email-settings-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-email-domain-email-settings-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Sending page in Email settings, with the Provider section that names the service delivering your email.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-email-domain-email-settings-desktop.jpg\" alt=\"Sending page in Email settings, with the Provider section that names the service delivering your email.\" width=\"1920\" height=\"384\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Sending page, where you set your email provider and default From address. Most workspaces set this once.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-email-domain-email-settings-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[51,55,58,61,64,67,70],{"id":52,"text":53,"depth":54},"your-goal","Your goal",2,{"id":56,"text":57,"depth":54},"what-you-need","What you need",{"id":59,"text":60,"depth":54},"read-only-milestones","Read-only milestones",{"id":62,"text":63,"depth":54},"your-useful-outcome-now","Your useful outcome now",{"id":65,"text":66,"depth":54},"later-operational-exercise--not-performed","Later operational exercise — not performed",{"id":68,"text":69,"depth":54},"if-something-looks-wrong","If something looks wrong",{"id":71,"text":72,"depth":54},"screenshots","Screenshots",{"email-composer-write-desktop":74,"settings-email-domain-email-settings-desktop":95},{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80,"annotated":81},"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.",960,354,{"src":82,"width":83,"height":84,"title":85,"callouts":86},"\u002Fmedia\u002Fannotated\u002Femail-composer-write-desktop-annotated.svg",1430,435,"Write an email",[87,90,92],{"number":88,"text":89},1,"Check the From and To addresses before you send.",{"number":54,"text":91},"The chosen Template, here Cold Outreach, fills in the subject and message.",{"number":93,"text":94},3,"Use Write to edit the message and Final preview to see how it will look.",{"id":96,"src":97,"alt":98,"caption":99,"width":100,"height":101},"settings-email-domain-email-settings-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-email-domain-email-settings-desktop.jpg","Sending page in Email settings, with the Provider section that names the service delivering your email.","The Sending page, where you set your email provider and default From address. Most workspaces set this once.",1920,384,[103,110,116,122,128,134],{"slug":104,"title":105,"href":106,"icon":37,"description":107,"level":108,"productLocation":109},"settings-email-sending","Email Sending settings","\u002Fguides\u002Fsettings-email-sending","Configure the account's delivery provider, default sender, copied recipients, and one-off open tracking. These settings affect future messages across the…","intermediate","Settings → Email → Sending",{"slug":111,"title":112,"href":113,"icon":37,"description":114,"level":108,"productLocation":115},"settings-mailboxes","Mailboxes","\u002Fguides\u002Fsettings-mailboxes","Manage the sending inboxes, their pace, setup status, and reply routing. A mailbox listed in LeadScore is not automatically ready to send or receive replies.","Settings → Email → Mailboxes",{"slug":117,"title":118,"href":119,"icon":37,"description":120,"level":108,"productLocation":121},"settings-sender-profiles","Sender Profiles","\u002Fguides\u002Fsettings-sender-profiles","Define the identity, signature, writing voice, and mailboxes associated with a representative or role. A profile can use several mailboxes, but a profile…","Settings → Email → Sender Profiles",{"slug":123,"title":124,"href":125,"icon":37,"description":126,"level":108,"productLocation":127},"settings-inbound-mail","Inbound Mail","\u002Fguides\u002Fsettings-inbound-mail","Control which new inbound emails are accepted and whether copies are forwarded. The page states that replies to messages you sent are accepted; routing and…","Settings → Email → Inbound Mail",{"slug":129,"title":130,"href":131,"icon":37,"description":132,"level":108,"productLocation":133},"settings-email-templates","Email Templates","\u002Fguides\u002Fsettings-email-templates","Reuse reviewed email wording without rewriting it for every lead. A template stores content and where it is offered; saving it is not the same as sending an…","Settings → Templates → Email Templates",{"slug":135,"title":136,"href":137,"icon":37,"description":138,"level":108,"productLocation":139},"settings-signature","Account email signature","\u002Fguides\u002Fsettings-signature","Set the account signature used for people who have not supplied their own. Review it as part of the email the recipient will see, including any opt-out wording.","Settings → Templates → Signature",[],[],{"id":34,"slug":34,"title":38,"href":36,"letter":143,"icon":37,"cover":144,"goal":150,"summary":151,"level":40,"lessons":152,"next":167},"B",{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80,"annotated":145},{"src":82,"width":83,"height":84,"title":85,"callouts":146},[147,148,149],{"number":88,"text":89},{"number":54,"text":91},{"number":93,"text":94},"Email people","Read a lead's email history, review an email before sending and see what sending needs.",[153,157,161,162,163,164,165,166],{"slug":154,"title":155,"href":156,"icon":37},"workflow-lead-emails","Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails",{"slug":158,"title":159,"href":160,"icon":37},"workflow-email-composer","Review an email before sending","\u002Fguides\u002Fworkflow-email-composer",{"slug":104,"title":105,"href":106,"icon":37},{"slug":111,"title":112,"href":113,"icon":37},{"slug":117,"title":118,"href":119,"icon":37},{"slug":123,"title":124,"href":125,"icon":37},{"slug":129,"title":130,"href":131,"icon":37},{"slug":135,"title":136,"href":137,"icon":37},[168,173],{"slug":169,"title":170,"href":171,"icon":172},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","calendar-check",{"slug":174,"title":175,"href":176,"icon":177},"f-ongoing-outreach","F — Read an outreach sequence before activating it","\u002Flearn\u002Ff-ongoing-outreach","workflow",null,1793910214286]