IntelliCRM FAQs - How to send an Email
Email any Lead or Contact by clicking on their Email Address wherever you are in the CRM
Step 1
Click on the Email Address of any Lead or Contact anywhere you see an email address
Step 2
Now that you have selected an email address your compose email screen will appear.
Step 3
Add any additional Email Address and/or CC, BCC.
Step 4
Enter a Subject or select a Template that will automatically enter a Subject and a Message with Placeholders.
Step 5
Enter a message in the body of the email unless you have chosen a template and format as needed. Note you can still make changes to your message after choosing a template.
Step 6
Upload an attachment as needed then select Send – Your message will be sent from your actual Email Address so it will look normal and an activity will be logged on that record’s Activity History.
Note: If you select an email address in an Upcoming Activity that activity will be marked complete and the Email Details will be added to that same activity.