Emails can be managed and sent in a variety of ways from within the system.
Profile Actions provides additional information for how to send an email to multiple profiles at once.
Send an Email From a Profile
- Navigate to CRM.
- Click Profiles on the navigation bar, and then click All Profiles.
- Click the profile name.
- Click Communicate.
- Enter the applicable Send Email information, and then click Send.
Send an Email From the Templates Page
- Navigate to CRM.
- Click Correspondence on the navigation bar, and then click Templates.
- Click the envelope icon next to the email template.
- Enter the applicable Send Email information, and then click Send.
View Email History provides additional information for accessing and viewing previously sent emails.