V3 Send an Email to an Account

You can send emails to an Account from the Review Account overlay. To do this, follow these steps:

  1. Navigate to the Review Account overlay for the Account you want to email.
  2. Click Advanced Actions
  3. Select Send Message, then click Send Email.

    Send_Message.png

  4. On the New Email overlay, fill out your email manually, or apply a Document and modify it as needed.

    mceclip1.png

  5. Click Send

A message will appear in the upper right corner to inform you that the email is processing:
 

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Refresh the Review Account overlay to see the sent email in the Activity Stream. Sent emails will create a Ticket with a status of "Closed" by default.
The Ticket status can be edited on the overlay when you are sending the email. 

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