Finding Sent Emails

To find a followup email that was sent to one of your leads or members first select the search option to find the person then review their history in the yellow sticky note section to find out which email was sent, then lastly go to the FollowUp tab and find that email to review it.

Here is a step-by-step guide:

• Click in the Search bar on the left side of the screen above Quick Links
• Begin entering in a first name, last name, phone number or email address
• Depending if you are looking for a lead or a member select the correct search field e.g. Leads or members
• Find the lead or member you are looking for the hover the curser over the yellow sticky note icon and review their history (every action is recorded by the system). Review the notes looking for the last email that was sent. Note that the history always starts the follow up category then the email day in the notes.
• Select the Follow-­Up Tab
• Select Memberships (for Membership Leads), Personal Training or Members
• To view email or text alert content, select the email you wish to see and click View