Sending an email

As shown in the following screenshot, I navigated to the Activity section under the Jack Rogers contact and clicked on Email:

From the preceding screenshot, we can see the following (the following eight bullet points coincide with the numbers shown in the preceding screenshot):

1. Navigate to Mr. Jack Rogers.
2. Go to the Activity section.
3. Fill in the To information. This can be a contact on the system or a free text email address.
4. Add the subject.
5. Add the body of the email.
6. Here, you have the option to choose a template, add quick text, and attach a file.
7. The activity is assigned to the user.
8. Save the record, shown as follows:

Once the email has been sent, it will show up in the Past Activities section.