Geteilte Anleitung

How to send an email from a contact record

Step-by-step guide covering: Click the CRM menu option; Click the Contacts section; Click Jane Doe's name; Click the Create an email button.

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Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide9 Schritte

  1. Click the CRM menu option

    Click the CRM menu option
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  2. Click the Contacts section

    Click the Contacts section
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  3. Click Jane Doe's name

    Click Jane Doe's name
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  4. Click the Create an email button

    Click the Create an email button
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  5. Click the link for lower email preferences

    Click the link for lower email preferences
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  6. Type the email subject in the Subject field

    Type the email subject in the Subject field
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  7. Click the 'Click here' link

    Click the 'Click here' link
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  8. Fill in the From field in the Email

    Fill in the From field in the Email
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  9. Click the Send button

    Click the Send button
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