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Send Email

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SummarySend Email from Apto
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Previous: Log a Call

Send an Email allows users to send an email to a contact.

  1. To allows a user to send an email to 1 of the email fields on the contact record.
  2. Related To will log the email in the activity history of another object.
  3. Additionally To, CC: and BCC: allows a user to lookup individuals within their organization, or other contacts at the same company as the recipient. A user can also manually type in any email address here.
  4. Subject is the subject of the email
  5. Body is the body of the email and can be populated by selecting a template or typing text.
  6. Select Template allows a user to select templates from already created templates in their org.
  7. Attach File allows a user to select files from their machine or files attached in the org.

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