Send email from the Contact screen
- Go to the desired contact in the Contact screen. (See Use the Find screen if you need help finding a contact.)
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Do one of the following:
- Click the email address in the Contact tab.
- Click New on the top bar and select Email.
- Click the Task button () and select Send email.
Send email from the Company screen
- Go to the desired company in the Company screen. (See Use the Find screen if you need help finding a company.)
- In the Contacts section tab, select one or more contacts.
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Right-click and select Send email.
Only contacts with email addresses are included in the To field. Contacts without email addresses are omitted.
Finalize and send
- Write the email.
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Click one of the following options:
- Send: Sends the email and logs it in the Activities section tab.
- Send and archive: Sends the email and saves it as a document.
