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How to Send Direct Emails to Contacts

  1. On the left navigation, click Leads & Contacts > Contacts.
  2. Use the search bar to quickly find your contact(s). 
    • Search by name, email, or phone number.
  3. Check the box next to each contact name. 
  4. Click Actions > Send email.
  5. Use the search bar, folders, and tags to quickly find your email template. 
  6. Next to the email template, click Actions > Send.  
  7. (Optional) Edit the email content and message settings (if applicable).
  8. Click Send Message



Tip
It's always good practice to preview your email before you send it. 

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