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Sending email from CRM

Compose and send email to contacts and leads.

Compose & send

  1. Open compose — start an email from a lead or contact record.
  2. Address the email — confirm the From: address, add the To: address, and enter the Subject.
  3. Write the message — add the email body in the rich-text editor.
  4. Send — the message is logged against the record.
Sent and received messages appear in the record’s activity timeline. A blank subject sends as “No subject”.
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