Courier Lead Gen
All visual guides
Outreach• 2 min

Prepare email outreach

Open the email action and connect the mailbox required for outreach.

Open Leads
Leads page with status totals, search, filters, export, and lead actions
Follow the animated cursor to “Email available”.
1

Step 1 of 5

Open a revealed lead

In Leads, find a person with an available email address.

Leads page with status totals, search, filters, export, and lead actions
Follow the animated cursor to “Send Email”.
2

Step 2 of 5

Open the email composer

Select Send Email from the lead row.

Send Email dialog explaining that an email account must be connected
Follow the animated cursor to “Go to Settings”.
3

Step 3 of 5

Complete the mailbox prerequisite

If no email account is connected, select Go to Settings in the dialog.

Email Account settings page with the Connect Email action
Follow the animated cursor to “Connect Email”.
4

Step 4 of 5

Connect Gmail or Outlook

Select Connect Email and complete the provider authorization. Then return to the lead and open Send Email again.

Leads page with status totals, search, filters, export, and lead actions
Follow the animated cursor to “Return to Send Email”.
5

Step 5 of 5

Review before sending

When the connected-mailbox composer opens, choose the account and template, generate the draft, and review the recipient, subject, links, and body before selecting Send.

AI creates a draft; you remain responsible for the final message and compliance.

You’re ready

Open the feature and follow the same steps in your account.

Open Leads