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#1 Posted : Monday, September 2, 2019 5:58:24 PM(UTC)
Rank: Advanced Member

Posts: 123

Add an Email (Web)

To add an Email, start by clicking on Activities within a Contact (Figure 1):

(Figure 1: Activities)

In the Activities screen, click on Email (Figure 2):

(Figure 2: Activities - Email)

You can edit the Subject line to something more descriptive. Note that the message body defaults to a salutation and signature, or you can also click on Select Template to use a different email template. When done, you can click on either Draft or OK to Send (Figure 3):

(Figure 3: Activities - Email - Details)

Note that there are other options available, such as inserting a video into the body of the Email and setting up custom merge fields, but this is a good starting point for basic use.

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