En  Ar

Compose Email

Icon admin
2 min read
Updated:

Let us discuss what you need to know in sending an email from the CRM.

To compose an email manually in the CRM, please follow the below steps:

1. Go to the Email tab and click on the Sent tab.

2. Click on the ‘pen’ icon to compose an email. A pop-up window will appear for your email.

3. It is pretty straightforward and easy. When composing an email, there are two tabs that are required to be filled out.

new email
 

From & Recipients

From – choose the Email Sender that you have synced

To – there are three ways to select your recipients:

  • Customer/Prospect/Lead/Company – you can easily select the email contacts from your client database in the CRM
sender
  • Written – addressed to a specific email
sender
  • Selection – entities that match a specific condition that you have set. For example, sending an email to customers who are only subscribed to a newsletter.
search
 

Content

Drafting your email content is made easier with Saphyte using the built-in content formatting tools.

editor

You can also apply your own HTML template by clicking the source icon

.

You can also add images in your email body by clicking the ‘Insert Image’ icon from your Media Library

Insert Images from your Media Library

Or you can also add images from URL or links by clicking the ‘Image’ icon

Add images to your email content using links and urls