Send a one-off email to a contact

This article applies to:

Send customized emails directly from your contact record. Add attachments, sign off with your personalized signature, and use the rich text editor to format the email.

Send a one-off email

  1. Search for a contact

  2. From the email tab click New email


Send an email builder


  • Preview Line
  • Rich Text Editing
  • Bold
    • Italics
    • Underline
    • Strikethrough
    • Fonts
    • Size
    • Bullets
    • Lists
    • Justify, Left Right Center
    • Clear Formatting
  • Signature Block
  • Attachments
  • Links