Sending email from CRM
Compose and send email to contacts and leads.
Compose & send
- From a lead/contact (or the email area) choose to compose.
- Set the Sender Email, recipient, and Subject Line.
- Write the Email Content — start from scratch or a template.
- Optionally Send Test Email to yourself first.
- 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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