Go to Inbox and click Compose. A New message window opens. Add a recipient and a subject, write your message, and click Send.
Steps
- Click Inbox in the sidebar.
- Click Compose.
- In To, type an email address or a name. Use Cc and Bcc to add more people.
- Enter a Subject.
- Write your message in the box.
- Click Send.
Help with writing
Above the message box are three tools:
- Templates inserts a message you saved before.
- Write for me drafts a message for you. Read it and edit it before you send.
- Proofread checks your message for mistakes.
The toolbar below them has bold, italic, underline, text size, lists, a link button, a code button and a signature button. Click Attach at the bottom to add a file.
Send from a lead's record
You can also email a lead from their record. Open the lead and click Email. See How to open and work a lead in FlowForce.
If it did not work
Compose does nothing. Reload the page. If it still fails, check that your mailbox shows Connected under Integrations, then Email.
The email did not send. Check the sending limit for your mailbox. See How to check your email sending limit and Inbox ramp in FlowForce.
I cannot find a message I sent. Open the Sent folder.