Compose emails from the record

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Send emails without leaving the record.

    Before you begin

    Role required: email_composer

    Procedure

    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.
      Email draft in Compose