Send an email

You can email from your mailbox or straight from a record. From a record the email is filed there on its own, and its fields (name, event date, quote link) fill in for you.

Steps

1. Open the lead, contact, quote or order and press Email. Or open Messages, Email, Mailbox and press New email.
2. From a record, the template picker opens first. Pick a template, Standard wording or Start blank. The right side shows the email as this client will get it.
3. Check From (your own address, or a shared one your role may send as) and To.
4. Press Add Cc if someone else should get a copy.
5. Change the Subject and the Message as you like.
6. To attach a file, open the attach list (for example Attach from the quote's files) and tick it.
7. Your signature goes where the Signature field sits (the standard wording ends with it). To place it yourself, type # in the words and pick Signature.
8. Press Send.

Good to know

• The email goes from your real mailbox and its copy lands in your Sent folder, so it reads like any email you send.
• A template's field with nothing to fill on this record is shown in red in the picker, so you can fix it before sending.
• A reply opens in its own full editor, with your templates under Templates and your signature already on. See Read and answer client email.
• Anything a client reads cannot contain an em dash. The composer warns you; use a comma, a colon or a full stop.
• The Email button only shows if your role has Message clients switched on.
• Until your company switches client messaging on, emails only reach test contacts and the team. See Turn on client messages.

If something goes wrong

• It says you have no address to send from yet. Connect your mailbox under Settings, Me, My email (Connect your email), or ask an admin to share a company address with your role.
• The send is refused with a reason. The client may have said no to emails on their record (Client consent), or client messaging is still off. The message says which.
• The client says it went to spam. On Settings, Me, My email, press Check my domain and fix any record it says is missing.