Overview:
This article explains how to send an email to an end user record in CRM.
Process:
Go to My Apps and open Okta.
In Okta search for X4A and open it.
Tip: You can also open Xvantage for Associates directly from My Apps.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Customers > End Users.
By default, the view is set to Active End Users in Focused View, unless your default view has been customized.
Select Read Only Grid from the command bar to expand the End User section.
Locate the desired end user using the Quick Search field or available filters.
Select the End User Name hyperlink to open the record.
In the General tab, locate the Timeline section.
Click the + icon.
Select Email. The New Email window opens.
Enter the following information:
To: Recipient of the email
Subject: Email subject line
Email Message: Message content
If needed, click Attach a File to add an attachment.
Click Insert Signature to add your saved email signature.
Click Send to send the email.
Note: After the email is sent successfully, it will appear in the Timeline section of the end user record.