Before You Begin:
- You need permission to view and edit contact records.
- Confirm the contact has a valid email address on file before sending.
Microlearning Overview
[Video TBD]
Step-by-Step Instructions
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Open the contact record, then on the contact's Communications tab, click the Send Email button.
- Compose your message. See Send an Email for further instructions.
Common Pitfalls
- Invalid email address: If the contact's email is flagged as invalid, the message will not send. See Managing Invalid Email Address to resolve it first.