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How to send an email from the record

Learn how to create and send an email from a CRM record.

Updated over 8 months ago

You can send out emails right form the contact records. All you need is:

  1. Find an email field in the record (it should be the Email field format) and add it to the folder:

2. Click on the email icon and select send e-mail

3. Having sent it - it will be automatically linked to the record:


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