Compose 1:1 emails with templates, signatures, and rich text
Start a new email from the inbox or from any CRM record.
Click the Composebutton in the top-left corner of the inbox to open the email editor. You can also compose an email directly from a company, person, or opportunity detail page by clicking the email icon in the action bar. When composing from a record, the recipient is automatically pre-filled with the contact's email address.
Fields available in the email compose form.
| Field | Description |
|---|---|
| To* | The primary recipient email address. Start typing a name or email to search your contacts, or enter any email address manually. |
| CC | Carbon copy recipients who will receive a copy of the email. All recipients can see CC addresses. |
| BCC | Blind carbon copy recipients. Other recipients cannot see BCC addresses. |
| Subject* | The email subject line. Keep it concise and descriptive. |
| Body* | The main content of the email. Supports rich text formatting. |
The CC and BCC fields are hidden by default to keep the form clean. Click CC or BCC links next to the To field to reveal them.
Format your email content with the built-in editor toolbar.
Add file attachments to your emails.
Click the Attach button (paperclip icon) in the compose toolbar to add file attachments. You can select files from your computer or drag and drop them directly onto the compose window. Attached files appear as a list below the email body with file name, size, and a remove button. There is a per-email attachment size limit displayed in the compose window.
Select and manage your email signature.
Your email signature is automatically appended to the bottom of every new email. If you have multiple signatures configured, use the signature selector dropdown at the bottom of the compose form to choose which one to use. You can create and manage signatures in Settings > Email Signatures.
Save time by composing emails from pre-built templates.
{{first_name}}, {{last_name}}, {{company_name}}, and {{email}}. These are filled in based on the recipient's contact record.Choose when and how your email is delivered.