How to Send an Email to a Contact in CRM

Overview:

This article provides step-by-step instructions on how to send an email to a contact in CRM.

Process:

1. Go to My Apps and open Okta.
2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
3. Within X4A, hover over the left navigation menu and click Sales.
4. Select CRM from the Sales sub-menu.
5. In the Xvantage CRM left navigation menu, navigate to Customers and select Contacts.
6. Use the category filter or Quick Find icon to locate the desired contact.
7. Double-click the specific contact record to open its detailed view.
8. Click the Related tab.
9. Select Activities from the options.
10. In the Open Activity Associated View section, click +New Activity.
11. Select Email from the options.
12. A compose new email will appear. 
13. Fill out the email details:
    • To – recipient's email address
    • Subject – enter your subject line
    • Message – scroll down to type your message
      • To use a template, click Insert Template in the command bar
      • To attach a file, click Attach a File and upload the document
14. Click Send to deliver the email.