Getting Started
Templates
Email Tracking
Sidebar
CRM
Automation
Advanced
View details of your leads directly alongside emails.
Your data is directly integrated with your emails.
Table of Contents
Add a header to begin generating the table of contents
Adding Email Conversations To Your CRM
In the DropResponder sidebar, there are two options:
First Option: Create a new entry (new lead) from this thread.
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- Under "Create New Entry", you will see a list of all of your Collections.
- Click the Collection you'd like to add it to.
Second Option: Add to an existing entry.
DropResponder is smart - it will first look through your entries to see if there are any entries to suggest you add to:
If you are looking for something else, you can simply use the search bar:
Editing Your CRM Data
All of your data can be edited right inside the DropResponder sidebar.
How To Remove An Entry
- Click the "Settings" gear icon
- Click "Remove From Thread"
(this will remove the DropResponder thread record from that entry, and will not delete the entry itself - you must do that from the CRM)
How To View Email conversations
- Click the "Expand" icon in the top right of the sidebar
How To Add a New Field From Sidebar
- Located at the bottom of the sidebar, click the "Add Field" button
- Select the New Field Type in the dropdown list
- Give your new field a descriptive name
- Click "Add" button
