Smart emails

  1. On the contact record, click the Smart Mail button

  2. Select from the the available Smart Mail templates

  3. Click Personalize to edit your chosen Smart Mail template

  4. Once you're happy with the changes in the email, click Schedule Email

  5. Select As Soon as Possible to send the email right away, or select a date and time when you'd like to send the email

  6. Click Send Email