CRM Phase 1 - Flipbook - Page 18
Sending an e-mail
Select My Tasks
within the CRM
desktop
Select Compose new
mail
Enter the recipient
e-mail address or
select To for a list
of users
Add any CC
recipients and
enter a Subject
Type in the details
of the e-mail
message
If any attachments are
required select the
Attach a file icon from
the toolbar and search
for the appropriate file
The send mail can be viewed
in the Outbox within My
tasks
Click on Send
Sending an Email
02.013.02.L1 9304E
Page 18 of 115
