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Enhance Your Communication with Sierra's Email Feature

Streamline your lead management and improve responsiveness with our integrated email features.

Why This Feature Matters

Effective communication can significantly impact your relationships with leads and clients. In a fast-paced real estate environment, staying connected is essential. Sierra's email feature solves common challenges by:

  • Enabling quick communication directly from your CRM.
  • Automatically tracking email history within each lead's record, ensuring you have context for every conversation.
  • Supporting both bulk and one-to-one messaging, allowing you to reach out efficiently, whether addressing a group or engaging with individuals.
  • Allowing email execution from multiple convenient locations in the platform, improving your workflow.

Real-world Examples:

  • A real estate agent can quickly follow up on an inquiry using bulk emails for marketing campaigns while ensuring individual messages are personalized for higher engagement.
  • When a potential buyer visits an open house, you can instantly follow up with a tailored email directly from the lead's record.

Step-by-Step Instructions

1. Connect Your Email First

Before sending emails, connect your email in your Sierra User Profile to sync outbound/inbound messages with each lead’s record.

2. Send an Email from the Leads Dashboard

Option A: Individual Lead

  • Click the + icon next to the lead’s name

  • Choose New Email

Option B: Multiple Leads

  • Check the box next to one or more leads

  • Click the Email icon that appears above the lead list

3. Send an Email from a Lead’s Detail Page

  • Click the lead’s name from the dashboard or search using the Search Leads bar

  • Click Email from the lead’s header, or click their email address in the Primary Information box

4. Send an Email from the Task Manager

  • Go to the Task Manager

  • Click the Emails tab, then select Send Email

Best Practices

  • Always personalize mass emails when possible

  • Double-check your connected email to ensure sync

  • Review lead email history before replying for context

Troubleshooting Common Issues

Issue: Sent email doesn’t appear in the lead’s record

Solution: Make sure your email account is connected under your user profile

 

Issue: Can’t find the “Email” button

Solution: Check if you’re in the right tab (Dashboard, Detail Page, or Task Manager)

FAQs

Q: Do replies show in the CRM?

A: Yes, if your email account is connected, replies will show in the lead’s detail page.

Q: Can I send bulk emails to multiple leads?

A: Yes, use the checkbox method on the Leads Dashboard to send to multiple contacts.