When I use the email action button to create a new email, it does not populate the lead email address. The lookup points to the Contact email address. How can I change this so it uses the lead?
Thank,s
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Hello John,
While sending an email from Action Dashboard panel in Leads section fields "To" and "From" shouldn't be populated automatically. As of now, this functionality is implemented in [Cases] and [Contacts] sections.
As for the Leads section, field "From" ignores any settings/checkboxes like [Set “email address” as default sender address] and so on in order to avoid sending emails from the Action dashboard "From"/"To" incorrect emails.
We have already registered the corresponding query for our R&D team and will be waiting for the implementation of the mentioned functionality in the upcoming releases.
Thank you for helping us to make our application better!
Best regards,
Anastasiia