EMAIL

Create

You can create your Email by following the given steps:

STEP-1: Click on Prospects -> Leads.

Select any one Lead and Right Click on it.

Click on Button Action and click on Add Email.

STEP-2: Fill Email Details.

STEP-3: Add Attachments by selecting files and then click on Upload button. You will get success message if your file is uploaded successfully.

STEP-4: Assign Email to User or team by selecting single or multiple entries from the list.

STEP-5: Click on Send button to Send Email. By clicking on send button form will be saved first and then Email will be sent.

STEP-6: Click on Track button to Track sent email status.

STEP-7: Click on Save button to save email without sending it.

Note: You can Add Email from Opportunity, Customer, Person and Campaign using same above method.

List

Click on Activity -> Email. The list of Emails will display.

Edit

You can edit Email by following the given steps:

STEP-1: Select the Email that you want to edit. Right click on it and select Edit Email.

STEP-2: Edit the details and click on Save button.