Start a conversation

Send Email Companies

The Send Email function allows users to send an email to a single company directly from the Company record view. Users can either select a predefined template or manually enter a custom message before sending. This guide provides step-by-step instructions for sending an email to a company.

Navigation:

Main Menu → Companies → Actions → Send Email
Applies To: Enterprise | Plus | Basic


Steps to Send an Email to a Company

  1. Navigate to the Company record you want to email.
  2. Click the Send Email option from the list of Actions.
  3. Choose one of the following options:
    • Select an existing email template.
    • Manually enter a message in the email body.
  4. Click Next to proceed.
  5. Enter the Subject of the email.
  6. Enter a CC recipient (optional).
  7. Modify the Email Body as needed.
  8. Click Send Email to send the message.

Key Notes

  • The FROM email address is determined as follows:
    • If using a template, the template’s FROM address is used.
    • If the template does not specify a FROM address, the system defaults to the Web Options Notification email address.

Conclusion

The Send Email function provides a quick and easy way to contact a single company directly from the Company record. Users can select a template or compose a custom message before sending. For further assistance, refer to related articles or contact support.

Choose files or drag and drop files