To make a link clickable with a token. Highlight "Contact Me" and click on the link button.
Then for the link url use the token: {{lead.Lead Owner Email Address:default=edit me}} (that is the token if using Salesforce, not sure if it is different for other CRMs)
I would place a default in the edit me section just in case a record does not have a lead owner.
Thanks! that's super-helpful. One more quetion... So, if I want the link to be an email address do I type in the "Link URL" box: mailto: first and then the token?
To make a link clickable with a token. Highlight "Contact Me" and click on the link button.
Then for the link url use the token: {{lead.Lead Owner Email Address:default=edit me}} (that is the token if using Salesforce, not sure if it is different for other CRMs)
I would place a default in the edit me section just in case a record does not have a lead owner.