Send an Email to a Contact

Here's how to send an email to a contact without a specific context, when you don't need to track the email conversation in a lead, account, or opportunity.

1. Open the contact record for the contact you want to email.

2. In the Action Bar, enter email and select Send Email.

3. Compose the email. You can add additional recipients and attach documents. Your options differ depending on which one of the email options your organization selected:

   • If you're using Office 365, then you must click Edit to edit the draft the application creates for you before composing your email.

   • If you're using the Outlook client or another client, then don't delete the code the application inserts in the body of the email. It's used for tracking the emails and not visible to contacts. Here's an example:

     ------
     CRM Reference:
     Oracle Digital Sales
     (##0000014003##)

4. Click Send.

5. The application saves the email in the Activities panel for the contact. You can read and write any follow-up emails from the same thread. You always see the first line of the latest email in the thread, but you must click it to display the full text.

   When a contact replies, you get automatically notified in Notifications (bell icon).

   If your organization has implemented the integration with Microsoft Exchange, then you can also view and reply to emails from Microsoft Office 365, Outlook, or another client application as you would normally. Provided you initiated your email conversation from within Digital Sales, your email exchange with contacts, including attachments, is available in both Digital Sales and in your email application.