Sending Email to Customers
To send and use Email from the Agiliron system, activate the "Emails" tab using the capability as described in Customize Left-Panel Menu Tabs section.
You will then see the "Emails" tab as shown below.
![send-email-1.jpg 1900](https://files.readme.io/3bf89d6-send-email-1.jpg)
If you select the "Emails" tab, the screen shown below is presented to the user.
![send-email-2.jpg 1563](https://files.readme.io/a74ded7-send-email-2.jpg)
The "Emails" tab here shows the emails sent out from the system. To create a new email, select the "New Email" link.
![send-email-3.jpg 1898](https://files.readme.io/0dff6b3-send-email-3.jpg)
This brings up the form shown below to create the email.
- If sending this email to one customer, select the "Contact" or "Lead" from the drop-down menu on the right.
- Enter the "Subject" and "CC" recipients in the fields provided and add "Attachments" if needed.
- Enter the message in the editor; use the appropriate controls in the editor to format the message. If this is a standard message (e.g. Thank you for the order), try selecting one of the existing communication templates by clicking the "Select Email template" button.
- Click the "Save" or "Send" button to dispatch the email immediately or to save it for sending later.
![send-email-4.jpg 1604](https://files.readme.io/a5b1f51-send-email-4.jpg)
Updated 20 days ago