Sending Emails

Before You Send

Make sure:

• You have set up your email in Email Setup
• The prospect has a valid email address
• The study plan PDF has been generated

How to Send

1. Go to the Dashboard or the prospect's detail page
2. Find the study plan in the records table
3. Click the mail icon
4. Review the message and click send
5. You will see a success or error message

What the Email Contains

• A personalised greeting with the prospect's name
• The study plan PDF attached
• A link to view the study plan online
• Your name and contact details as the sender

Sending Limits

Gmail has limits on how many emails you can send per day:

• 500 emails per day for regular Gmail accounts
• 2,000 emails per day for Google Workspace accounts