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Sending an Email

Where To Initiate It

You can start to send an email to a lead/contact by clicking their email address in the Lead or Contacts’ List.
You can also create an email by clicking on the + icon in the emails tab on the lead or contact detail.

Email Dialog

When you click on the button you will be taken to a list like the one below:

In the email dialog, you specify the email address(es) that you want to send the email to. The main recipient is specified in the “To” field. Anyone else you want to have a copy of the email you specify in the “CC” field, and anyone else who needs a copy but you don’t want the others to see their email address you specify in the “BCC” field.


You will need to type in a short description of what your message is about in the Subject field.


Next, you will need to use the text editor tool to create the body portion of your email. The text editor has functions such as a spell checker, creating links, inserting pictures, tables, symbols, lists, and basic text formatting options.


Optionally, you can insert attachments into the email with the “Upload Attachments” button on the bottom. Clicking it will take you to the Media Library dialog to select or upload a file.


Once you are done, click the “Send Email” button on the bottom.


If you close the window before you send the email you will lose any information entered and the email will not be sent.
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