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Send an Email Template

Follow these simple steps to send an email template:

 

STEP 1 

Click on the persons email address

or

From the Top "Create a New" menu, choose email- this will open up the composing window. You will need to enter the recipient(s) in the address box.

STEP 2

Click on the template dropdown then choose your desired template. The email subject and body of the email will auto populate.

STEP 3

Make any necessary changes.

STEP 4

Finally, Click “Send Email

 

PRO TIPS

Learn How to Create Email Templates here

You can send emails to someone by clicking on the email address from anywhere you see it (EG Dashboard, Person search page, person detail page, Activity Center ( click the  icon ) )