Conversations are a great way to communicate with a contact. The great news is that no matter how you communicate with the contact, all of your conversations will be in one unified inbox.
Here's how to Send An Email:
Navigating To The Contact Details Tab - Step 01
Click "Contacts"
Navigating To The Contact Details Tab - Step 02
Click the contact you wish to view.
How To Send An Email - Step 01
Click "Email"
How To Send An Email - Step 02
Click the "From Name" field.
How To Send An Email - Step 03
Click the "From Email" field.
How To Send An Email - Step 04
Click the "Subject" field.
How To Send An Email - Step 05
Click the "Subject" field.
How To Send An Email - Step 06
Click into the message body.
How To Send An Email - Step 07
Type your message here.
How To Send An Email - Step 08
Click here to resize the textbox.
How To Add Attachments
How To Add Attachments - Step 01
Click the "Attach File" icon here.
How To Use A Templated Response - Step 01
Click the "Use template" icon here.
How To Use A Templated Response - Step 02
Click the "Select Template" dropdown field.
How To Use A Templated Response - Step 03
Select the template you wish to use.
How To Use A Templated Response - Step 04
Click "Use Template"
