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Send an email from a record

Write an email or reuse a template without leaving the lead, contact or opportunity, and keep it on the record's history.

EmailUpdated 2 min read
  1. Open the record and select Email.
  2. Choose the From address, and a Template or Start from scratch.
  3. Check the recipient, subject and message.
  4. Select Send, or Save draft to finish later.

The email is logged on the record's history. Your signature is added automatically when it's switched on. If you leave an email unfinished, EVORIV offers to Continue draft the next time you open the record.

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