Single Send Email


If you want to send a trackable email to one person you can create an Email Send Record straight from the Lead or Contact record. Open the record of the person you wan to send to, press the More Commands button (““) at the top of the record, then the Send Email button and a new Email Send record will be created for you.

contact-send-email-button
The recipient record will already be attached. Just fill out the information, add the content of the email, and hit send just like a normal Email Send record.


If you want to send a trackable email to one person you can create an Email Send Record straight from the Lead or Contact record. Open the record of the person you wan to send to, press the Send Email button at the top of the record, and a new Email Send record will be created for you.

Send Email Button

The recipient record will already be attached. Just fill out the information, add the content of the email, and hit send just like a normal Email Send record.