You can send an individual email to a Lead or Contact in CRM.me by clicking on the email address field (detail view, portlets etc), or from the Latest Activities portlet, click the Create-->Email option.
- It is necessary for the administrator to configure the system wide outbound email settings for email to be sent from CRM.me.
- It is necessary to configure your user email settings the first time you try to send an email.
A popup window will appear:
To: the lead/contact name will auto populate. You can type additional contacts to add to the email.
Cc/Bcc: Click the Cc/Bcc link to carbon copy or blank carbon copy additional people on the email.
Subject: Enter the email subject line.
Select a Template: You have the option to choose a pre-designed Email Template and layout.
Body: Type your email message, or you can modify the text if you selected a template.
Add Files: click Add Files if you want to add any attachments.
Click Send when you are finished to send out your email.