Draft and send outreach to a lead

Before you start

You need permission to edit the lead, a contact with an email address, and a mailbox you can send from. The lead composer has saved drafts. Sending queues a message with a 30-second Undo window. Permission to send from Inbox is also checked before queued delivery.

Prepare and save the draft

1. Open the lead and choose Write email, or Email beside a contact. Select the intended recipient and sending mailbox.
2. Write the subject and message yourself, or set the goal, playbook and language and choose Write first draft.
3. Use Ask Sidekick or Rewrite from brief for revisions if useful. On mobile, choose Back to email to review the editor again.
4. Check names, claims, prices, dates, recipients and the mailbox. Choose Save draft and wait for it to save if you want to return later. AI-generated text remains a draft until you send it.

Send and check the next step

1. Set Remind me if you want a follow-up date after sending. This schedules a reminder; it does not schedule another outgoing email.
2. Choose Send and read the confirmation showing the recipient, mailbox and Undo window. Confirm to queue it. During the countdown, choose Undo send if needed and wait for Cancelled · not sent. Use Open lead to return to a cancelled or failed outreach draft.
3. If you let sending proceed, wait for Email sent, then check the lead’s email/activity history and follow-up date. Closing the page does not stop the queue. After sending starts, Undo is unavailable. Review any intervening reply before following up.

If sending or drafting fails

A side-chat error does not stop you writing a message yourself. If no mailbox is usable, check sending permissions and SMTP/provider configuration in Settings → Mailboxes. If a send returns an error or loses its connection, inspect the provider’s Sent folder, outgoing queue and lead history before sending again; the absence of a success message is not proof that nothing was sent.