How Do I Send Emails to Contacts?

See Also

Do the following to send an email to a contact:

  1. Click Contacts on the navigation bar.

  2. Click a listed contact record or select Find from the Action drop-down list on the Contacts button panel to search for a record if needed.

  3. Click Email for the email address you are going to use.

  4. Your default email client displays. Enter additional email addresses as needed (for example, To or CC). Enter a subject, your email message and send the message. After sending the email, a copy displays in the Documents portal of the Contacts Detail View. In addition:

Read the relevant whitepaper for more details: