Send an email

You can email a contact from their record, using your own mailbox. Or you can email from a shared mailbox, like hello@, in Messages.

Before you start

• To send from your own address, connect your mailbox first. See Connect your email.
• Sending needs the Send Email action. Owners and admins always have it.

Things to know

• Emails are text only. You can't add attachments yet.
• An email needs at least one To address, and a subject or a message.
• If you don't have a mailbox connected, the Email button offers Connect a mailbox, or Use this device to open your computer's mail app instead.

Email a contact

1. Open the contact.
2. Click Email (the envelope icon) in the record's header. Or open the Emails tab and click New email. The Emails tab is on contacts and companies.
3. A new email window opens at the bottom right, with the record's address in To.
4. Click Cc or Bcc to add more people. Start typing a name or address, and Spodus suggests contacts.
5. Type a Subject and your message.
6. Click Send, or press ⌘↵ (Ctrl+Enter on Windows).

Click Minimise to fold the window while you look at something else. Click Discard draft (the bin) to throw the email away.

Email from a shared mailbox

1. In the left rail, click Messages.
2. Open a mailbox under Mailbox in the sidebar.
3. Click Compose (the pencil icon), or press C.
4. If your team has more than one shared mailbox, pick one under From.
5. Fill in To, any Cc or Bcc, the Subject and your message.
6. Click Send.

The email starts a new conversation in the shared inbox, assigned to you. The client's reply lands in the same conversation. See Shared inbox.

Related

• Connect your email
• Shared inbox
• Emails on a record