How to send an email from CRM

Sending an email from a Person or Opportunity record

Method 1.

1. Open the Person record or Opportunity in the CRM App.
2. Click the New Email button.
3. 
4. Type up the email and click the Send button.
5. 

1. Open the Person record or Opportunity in the CRM App.
2. Select Notes in the left-hand panel and click on the +Add button to create a new Note.
3. Tick the Send as Email box and create your Email as per usual.
4. 
5. 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.
6. Click Send.
7. You can view this email at any time from the Notes section in the record.