Send emails from the mini email composer

Create and send and send emails without leaving the record.

始める前に

Role required: email_composer

手順

1. Open a Workspace record in your instance.
2. Select the Email tab in Compose.
   An email draft opens with the same functionality as creating an email from a new workspace tab.

   

3. If available, complete the Reply To or From field.

   This field specifies who the recipient can reply to after receiving your email. You may choose to specify an entity apart from yourself. For example, the IT service desk.

4. In the To field, add an email recipient.
   You can also add Cc and Bcc recipients by selecting Cc/Bcc.
5. In the Subject field, enter a subject line.
6. オプション: Hide the email header including all recipient fields by selecting the chevron icon ().
7. Create the email body.
   You can insert an email template into the email body. For more information, see Use email templates in the mini email composer.

   You can attach a file to the email. For more information, see Add a file to an email from the mini email composer.

8. Select Send.
   Drafts save automatically after a set number of seconds. For more information on finding email drafts, see Review email drafts from the mini email composer.