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