This tutorial will show you how to send an email directly to an individual contact in MyClients
First navigate to the contact record of the individual you wish to send an email to. Then click on the Actions drop-down menu at the top of the record.
Select Send Email.
Select the email template you wish to send from the Template drop-down menu - OR - compose an email.
If you are selecting a template from the template drop-down menu, once you click on the desired template it will automatically apply. You do not have to click the Apply Template button.
Once your template has been selected or you have composed your email, click the blue SEND button at the bottom to send the email.
The email will immediately send, and a note with access to the individual email analytics will be applied to the record.
If you need additional help:
Please contact your Support team:
We are happy to help :)
800-950-7325 Ex 3401