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Emails

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In the contact "Profile" tab you will find three emails

1- The first "email" and the "secondary email" are the contact's emails

If you click on either of the email links or the icon " Email", a page will open

On this page, you will find "Emails Templates" and an email builder

You can either send a template to the client or write an email

You can choose which email address to send by clicking on the arrow to the right of the "To" field. The emails associated to the client will be listed

When finished click "Send Email"

2- The third email listed is for attaching documents and emails to contacts. In your 3rd party email system (Gmail, Outlook, Ect...), BBC "cc@contacts.liondesk.com" to automatically save emails and attachments to clients. Only the owner of the contact is able to save the emails and attachments to contacts.

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