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How Do I Reply to an Investor's Email?

For SponsorsBy Syndelo

How to reply or reply all to a logged email from an investor's activity.

Logged emails on an investor's profile have Reply and Reply All buttons. Your reply is sent, tracked, and logged to the same activity.

Steps

  1. Open the investor from Investors.
  2. In the activity panel, click the Emails tab.
  3. Find the email and click Reply or Reply All.
  4. The subject starts with Re:. Change it if you need to.
  5. Write your message. You can use a saved template or insert fields.
  6. Click Send Reply.

You see Reply sent and logged.

Who receives it

  • Reply to an inbound email goes to the sender.
  • Reply to an email you sent goes to the investor.
  • Reply All goes to the sender and everyone else on the thread.

Good to know

  • Inbound emails only appear if your mailbox is connected or you use BCC logging. See How Do I Connect My Mailbox and Log Emails?
  • Replies have no Cc field. Use Reply All or start a new email with Send Email.
  • If you get "This message has no one to reply to," the original email has no usable recipient. Send a new email instead.
  • Replying needs permission to edit investor records.
  • See also How Do I Email One Investor?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.

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How Do I Add an Investor?How Do I Get Prospects From My Website Into the Fundraising Pipeline?How Do I Update Many Investors at Once?How Do I Change an Investor's Email Address?How Do I Connect My Mailbox and Log Emails?How Do I Use Teams to Group Investors?