---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Compose emails

# Compose emails {#ariaid-title1}

Release version: Australia  
Updated June 9, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create an email to communicate the product information to your customer as per the business requirements.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to LeadsAll and select a lead that you want to work with.
3. Select the Emails tab.  
   Note:  
   The Emails tab displays both emails linked directly to the lead and emails linked to the lead's touchpoints.
4. Select Compose Email to start a new email or select an existing email to view details.
5. Fill in the details in the Email draft form.  
   {#lead-management-use-emails-tab__table_dbp_n5m_bcc__entry__2}

   | Fields | Descriptions |
   |-|-|
   | From | Email id of the sender. |
   | To | Email id of the receiver. |
   | Subject | Subject of your email. |
   | Email message | Body details of your email. |
   [Table 1. Lead Email Draft form]

   {#lead-management-use-emails-tab__table_dbp_n5m_bcc}  
   Note:  
   You can create your own email templates and use the pre-filled email templates while creating a new email. To discard your email, select Discard draft. To attach any files with your email, select Attach File.
6. Select Send email to send the email or close the email form to save it in the Draft Emails tab.
**Related concepts**   

* [Configuring Lead Management](https://www.servicenow.com/docs/hDLqTE8qYLPN7hJMw~zaBA "Install the Lead Management application, which enables sales agents and sales development representatives to create leads and provide pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis and kanban view used in Lead Management.")
* [Lead Management](https://www.servicenow.com/docs/nM7p9AzB1XOJQgtVIA1JDQ "The Lead Management application enables your sales agents and sales development representatives to create leads and nurture them into opportunities.")

*[\>]: and then