- Go to the required sale in the Sale screen or to the required project in the Project screen.
- Choose the Stakeholders or Project members section tab.
- Select one or more stakeholders or project members.
-
Right-click and select Send email. This opens a message to the specified recipient(s) in the default email program.
Only contacts with email addresses are displayed in the To field. Contacts without email addresses are omitted.
- Enter any extra information.
-
Send the email by clicking one of the following buttons:
- Send: The email is sent and available in the Activities section tab.
- Send and archive: The email is sent and saved as a document.
- If you selected Send and archive, the Document dialog opens when you send the email. Add information in this dialog as necessary.
- Click Create in the Document dialog.
You can also send an email to a stakeholder or project member by clicking directly on their email address in the Stakeholders or Project members section tab.