Manage - Leads/Opps Recipients

An overview of the Manage - Leads/Opps Recipients page in SalesLink - Executive.

Quick Reference

• The Manage - Leads/Opps Recipients page in SalesLink Executive allows you to add and remove recipients for lead/opportunity emails. To reach this page, navigate to Settings (gear icon in the top-right corner of the screen) → Mange - Secured Modules → Manage - Leads/Opps Recipients.
  • Click the “Edit” button to edit the comments for a recipient.
  • Click the “Delete” button to remove a recipient.
  • Select one or more recipients, then click the “Delete Sel” button to bulk remove them.
• Click the “Add” button to open the Add New User window and add users to list of recipients.
  • Click the “Add” button next to a user to add a single user.
  • Select multiple users, then click the “Add Sel” button to add them in bulk.

Introduction

The Manage - Leads/Opps Recipients page allows you to add and remove recipients for lead/opportunity emails.

To reach this page, log in to SalesLink - Executive, then navigate to Settings (gear icon in the top-right corner of the screen) → Mange - Secured Modules → Manage - Leads/Opps Recipients.

Manage - Leads/Opps Recipients

1. Recipient
   Existing email recipients are listed here. Each row corresponds to a SalesLink user. 
2. Select Checkbox
   Check this box to select a user. Selected users can be deleted via the “Delete Sel” button (6).
3. Edit Button
   Click to edit a recipient’s “Comments” field. Once clicked, this button will change to a “Save” button. Click this button to save your submitted comments.
4. Delete Button
   Click to remove a recipient from the list.
5. Add Button
   Click to add recipients. See “Add Recipients” for more information.
6. Delete Sel Button
   Click to bulk remove all selected recipients from the list.

Add Recipients

Click the “Add” button at the top or the bottom of the Manage - Leads/Opps Recipients page to open the Add New User window. This window allows you to add one or more email recipients.

1. SalesLink User
   SalesLink users eligible to receive lead/opportunity notification emails are listed here. Each row corresponds to a user.
2. Administrator Icon
   Admin users are indicated by an administrator icon .
3. Comments
   Comments for each user can be entered here.
4. Select Checkbox
   Check this box to select a user. Selected users can be added to the list of recipients using the “Add Sel” button (6).
5. Add Button
   Click to add a single user to the list of recipients.
6. Add Sel Button
   Click to add all selected users to the list of recipients.