New Lead Handling Feature for Cloud CMA users:
If you would like to send a CMA as part of lead handling you must select Yes for sending an Email AND Yes to send the CMA. The switch will add the placeholder into the email body, AND will also send a separate email from Cloud CMA, you can delete the placeholder and the lead will still get an email from Cloud CMA with the link to the CMA pdf.
Written by Diana Hernandez
Updated on October 5, 2023
Sending Cloud CMA reports using the Lead management feature:
1. Click Contacts> Lead Rules 2. Click the green Add button
3. Select "Email Response" click Yes then Yes to include CloudCMA
Note: that it will not send anything and will remove the placeholder if there is no lead address or extra address
