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How do you send an email? |
  
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How do you send an email? |
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'Electronic mail', or 'email' as it is commonly known, is a method of exchanging digital messages. Users need only connect to an email infrastructure, typically an email server, with a network-enabled device for message submission or retrieval.
The CRM component of the system has the ability to send emails to selected contacts.
To send an email to a company or contact, follow these steps.
Step 1: Select Send email
Click the Company tab located on the ribbon.
Select Send email in the Communications group.
Step 2: Type your message
Tabs for email
The 'Email' form contains all the relevant information broken down into several tabs. These tabs are located in the upper panel and include:
| • | general information - lists details similar to an ordinary email message |
| • | advanced - contains BCC and campaigns associated with the message |
| • | attachments - documents can be attached to this email like a normal email message. |
Two more tabs are available in the lower panel: HTML and Text. Either can be used for formatting, depending upon the nature of the email.
Also in the lower panel, a preview tab is available in order to view the message.
Note:
The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.
More actions for email
Controls on the ribbon allow you to carry out the following actions on the selected email:
Step 3: Send your email
Click the send button to send your email.