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How to email a contact from the CRM

While Less Annoying CRM doesn’t send or receive email directly, it is possible to link to your email program so you can easily send a new email from a contact in the CRM. The first time you click on a contact’s email address, the CRM will ask what email program you use.

Select the appropriate program there, and then be sure to save it. Going forward, you can click on an email link and a new, blank email in your selected email program will open. That email will have the contact's email address listed in the "To" field, and all you have to do is write up the email and send it!


Next up:
How can I send emails to groups of people?
Keywords:
Emailing, email program, sending
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