E-mailing a Contact or Lead

This function is only available if your e-mail program is compatible with your browser, and an e-mail address has been entered into the database for a contact or lead. If you enter an e-mail address for a contact or lead, click update to enter the address in the database before attempting to send e-mail.

To e-mail

Use one of these methods:
From the Contact or Lead Detail view, click the e-mail button next to the e-mail address or on the Write menu, click E-mail.
From the Contact or Lead List view, click an e-mail hyperlink.
From the Task Pane, click E-mail.
If e-mail is enabled, but you have not logged on, at the message box, click Yes to log on.
Complete the Subject box and message body of the new e-mail window.
(Optional) If the e-mail message requires an attachment, click Insert, and then click one of the menu options.
Send your e-mail by doing one of the following:
Click the Send button. The message will not be recorded to history.
Click the Send SLX button. If you attached a file and want to save it as an attachment, click Yes at the prompt. The e-mail message is recorded to history, and the file appears on the Attachments tab.

Graphic files smaller than the minimum size set by your administrator will not be saved as separate attachments.