Sending emails in Accountable is a seamless process designed to enhance your communication efficiency.
Here are the steps to create a new email:
In Accountable, locate the Quick Action Button in the bottom left corner and click it.
Select Email, In the modal popup, select the contact you want to email. If you wish to email multiple contacts, you can select them as well.
To send an email to specific categories or tags, click on Categories and Tags. From the dropdown, select your desired categories or tags.
If you want to CC someone, enter their email ID in the CC field and select it.
Similarly, to BCC someone, enter their email ID in the BCC field and select it.
Enter the subject line and create your email message.
Click on Choose Files to attach files from your device.
If you want to share a video note, use our Loom integration. Click Record Loom, record your video, copy the video URL, and paste it into your email message.
Lastly, click the Send button to deliver your email.
If you have any issues using a contact filter or would like to ask questions regarding follow-ups, please let us know using our Coach-on-Call feature.- 90-Day Sales Support