Sending an email from a Person or Opportunity record
Method 1.
- Open the Person record or Opportunity in the CRM App.
- Click the New Email button.
- Type up the email and click the Send button.
- Open the Person record or Opportunity in the CRM App.
- Select Notes in the left-hand panel and click on the +Add button to create a new Note.
- Tick the Send as Email box and create your Email as per usual.
- Click Attachments to add any attachments to the email:
- Attach from Upload File - from your computer.
- Attach from Attach from Library - from your Mercury document library (this will let you preview the document).
- Attach from Attach from Attachments - attach a document that has already been uploaded to the People or Opportunity record.
- Click Send.
- You can view this email at any time from the Notes section in the record.
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