- On the Write menu, point to E-mail Using Template, and click a template name or click More Templates to select another template. If prompted to add the template to the most recently used templates list, click Yes to add the template to the list; otherwise click No.
- If
e-mail is enabled, but you have not logged on, at the message box, click
Yes to log on.
- If you do not have focus on a particular contact or lead, use the Lookup to select a contact or lead.
- If you chose More Templates in Step 1, in the Managing Templates dialog box, select
a template and click OK. If prompted, choose an address from the Select Type of Address dialog box.
The e-mail address of the contact is displayed in the To box, the Subject box contains
the information that was stored in the template, and attachments to the template
are identified.
- (Optional) In the text box, you can type additional information or change the default
signature.
- (Optional)
If the e-mail message requires an attachment, click Insert,
and then click one of the menu options. If attaching
a file, refer to About E-mail Attachments
for more details.
- 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.
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Graphic files smaller than the minimum size set by your administrator will not be saved as separate attachments.
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Use the Complete an Activity dialog box to edit the history information, type notes, or schedule a follow-up activity, and then click Complete.
- If you scheduled a follow-up activity, complete the Schedule an Activity dialog box, and then click Save
.
