How to Send an Email in Salesforce
You can use Salesforce to send and log emails to your leads and contacts.
Clicking HTML allows you to include text formatting in your email.
You can simply enter their email or click the lookup button.
You can lookup emails from co-workers in your company, or contacts from the same account.
The file appears in the Attachments list.
You can add additional files by repeating the process.
The attachment appears at the bottom of the email.
Salesforce sends the email to the recipients and it appears in the Activity History.
You can also send pre-written email templates.
A window that displays a list of available templates appears.
Salesforce sends the email and logs it in the Activity History.