Send Emails

This tutorial will show you how to send emails using email templates

Role(s)

• Team Lead
• Team Member

How To Send an Email

1. Click the Email Icon next to Call Button within a contact
2. Hover over the Template Icon to generate a list or type in the search bar to quickly find one
3. After you select a template, the subject line, email content, and your personalized signature will populate
   • You can still edit the email content if needed
4. Click the Paperclip Icon to attach documents if applicable
5. Click Send to send the email as is or select the down arrow to schedule it out to send at a later date and/or time
   • A green pop up will generate confirming your email has been sent successfully