Composing Emails

Emails are composed from the record they relate to. Lead, opportunity, and customer detail pages each have a Communications section showing the email history for that record, with a compose drawer for sending new messages.

Sending an Email

1. Open a lead, opportunity, or customer detail page
2. In the Communications section, click Send Email
3. Add one or more recipients in the To field (separate multiple addresses with commas)
4. Optionally expand CC / BCC using the chevron on the To field
5. Enter the subject line
6. Write the email body using the rich text editor
7. Click Send

An email requires at least one recipient and a subject before it can be sent.

Replying

Inbound emails in a record's Communications list show a Reply button. Replying opens the same compose drawer prefilled with:

• The original sender as the recipient
• The subject prefixed with Re:
• The original message quoted below the cursor

Recipient Fields

Tracking and Record Linking

Emails sent from a record are automatically:

• Tracked — open tracking and link tracking are enabled
• Linked to the record they were sent from, so they appear in that record's Communications list
• Logged in Sent Emails

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