How can I send Custom Emails?

  • Open the opportunity card on which you can find that contact person to whom you want to send an email.
  • Click on their email address on the right side.
  • If you want to send a template, choose one from the list.
  • If you want to write a new email instead, click the Custom email button.
  • If the email is finished, click Preview to see how your email will look like. If everything is correct, click Send.
  • If you are curious about what happened to the email, you can check it in the history of the relevant opportunity card. By clicking on the subject, you can read the email.