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Fixing Blank "From" Address on Advisor Emails

This article explains what to do when the "From Address" field appears blank or shows no options when you try to send an email to a lead in Path2Profit.


What the Problem Looks Like

When you open the Send Email dialog to email a lead, the From Address field shows "Select sender" but when you click the dropdown, it displays "No options". This prevents you from sending the email because no sender address is available.


Why This Happens

This issue can occur for one of the following reasons:

  1. Your advisor email address was not saved in your profile. Path2Profit pulls the "From" address from your advisor account settings. If this field was left blank or didn't save properly during setup, there will be no sender to choose from.

  2. A system bug prevented the email from loading. A previous bug caused advisor email addresses not to populate in the From Address field, even when correctly configured. This has been fixed.


How to Fix It

  1. Go to your Advisor Profile Settings.

  2. Locate the Email Address field and confirm it contains your correct email address.

  3. If the field is blank, enter your email address and click Save.

  4. Go back to your lead and open the Send Email dialog again. Your email should now appear in the From Address dropdown.

  5. If your email was already filled in and the field is still blank, try refreshing your browser or clearing your cache and logging back in.


Still Not Working?

If you've confirmed your email is saved in your profile and the From Address is still blank, contact support with:

  • Your advisor account email

  • A screenshot of the issue

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