Salesforce for Beginners
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Sending an email

As shown in the following screenshot, I navigated to the Activity section under the Jack Rogers contact and clicked on Email:

From the preceding screenshot, we can see the following (the following eight bullet points coincide with the numbers shown in the preceding screenshot):

  1. Navigate to Mr. Jack Rogers.
  2. Go to the Activity section.
  3. Fill in the To information. This can be a contact on the system or a free text email address.
  4. Add the subject.
  5. Add the body of the email.
  6. Here, you have the option to choose a template, add quick text, and attach a file.
  7. The activity is assigned to the user.
  8. Save the record, shown as follows:

Once the email has been sent, it will show up in the Past Activities section.