V3 Send an Email to an Account

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

  1. Navigate to the Account Review overlay for the Account you would like to email.
  2. Click Advanced Actions
  3. Click Email.

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

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  5. Click Send

A message will appear to let you know that the email is being processed: 

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

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