I have an inside sales rep who calls leads and tries to create face-to-face sales meetings for me. When a lead agrees to a meeting I'd like the inside sales rep to use a mail merge template for sending confirmation of the face-toface meeting.
I looked at the Email Templates function. But it appears to be focused on sending out mass mails. What is the simplest way to send a mail merged email to ONE lead from that person's lead record. AND:
** is there a way to review and modify this email before it gets sent?
** is there a way to include a BCC in the template?