How to Send an Email from an Account

How to Get Here:

1. Navigate to the detail page for the Account you want to email.
2. Click on the Email tab.

Instructions:

1. The General sub-tab will be selected by default, showing the email composer.
2. In the To field, enter the recipient's email address.
3. If needed, enter addresses in the CC (Carbon Copy) and BCC (Blind Carbon Copy) fields.
4. Enter a clear Subject for your email.
5. Use the rich-text editor on the right to compose the body of your email.
6. When you are ready, click the green Send Email button.

Expected Result

• After clicking Send Email, you will see a green success message at the top of the composer confirming the email has been sent.

• Additionally, a record of this communication will be automatically logged. If you click on the Grids sub-tab, you will now see this sent email in the history list.