Enterprise CRM: Send an Email

Send an Email allows you to send an email associated with the Contact record to a single or multiple Contacts by either typing, copying and pasting in content, or using any Email templates your business unit has within the system.

What Are My Privacy Options?

This will depend what Object/record type you are on. To get more information review Understand Privacy Settings.

Sending an Email

Note: Depending on the Object/record you are sending the email from, some of these fields may already be filled in with information. (i.e. creating from an Opportunity will fill in Related To section)

  1. Navigate to the record you'd like to Send an Email from.
  2. Once on the record there are two ways to get to Send an Email:
    • At the top of the record hovering over the text for Activity History brings up a window where the Send an Email button is able to be clicked.
    • Further down on the page underneath the Detail there is an Activity History section of the page where there is a Send an Email button that is able to the clicked.
  3. Once on the Send an Email screen fields can be manipulated as needed. How you manipulate these fields will likely be determined by internal business processes.
    • Email Format will either be HTML or Text Only. Clicking on the Switch To... text in the brackets will switch between the two options.
      • HTML will allow you to apply additional formatting and/or paste in formatting from external sources.
      • Text Only will remove formatting and send a plain text version of the email.
    • To allows you to use the Lookup icon to associate a Contact as the recipient of the email.
    • The Related To field will automatically be filled in with the record you created the Email from.
    • Additional To, CC, and BCC fields allow you to select co-workers and contacts as additional recipients or to be copied or blind copied on the email.
    • Subject will be the subject of the email in the inbox of any recipients. This may be dictated by internal business processes.
    • The Body field will either be plain text or, if you have clicked the Switch to HTML button, will allow you to apply formatting. You can type, copy and paste, or click on the Select Template button at the top or bottom of the page to choose an Email Template from your available folders.
      • Note: If using a template and modifying text your changes are only reflected in the HTML version of the template. The changes are not reflected in the text-only version of the email sent to recipients.
    • Attach File can be clicked if a file needs to be added to the email.
    • Preview allows you to view what the email will look like prior to sending.
    • Check Spelling can be clicked to look for any spelling errors prior to sending.
  4. Fill in all desired fields for the Email and click on Send to send the email and be brought back to the record.

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