Sending Emails from the Table View
To send an email about one or more records, select the checkboxes next to each record, and then hover over the Email icon for more options.
- Select Send Email to start with a blank email.
- Select from a list of existing email templates, depending on your team membership and group permission settings.
- Select Manage Templates to open the Email Template wizard, depending on your group permissions.
For more information, see Working with Email.