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The first step to sending an email is composing the Subject and Body, along with any CC or BCC recipients. We'll walk you through that here.
No matter how you reach the Compose Email screen, the page will look roughly the same. In this example, we'll be emailing a Candidate.
At the top, notice your Recipients field lists who all you are emailing.
Next is CC and BCC. To add contacts to those fields:
- Click the blue plus icon (+) to display the Search Recipients box
- Begin typing to find recipients to add to the email
- Click the plus button again to continue adding recipients
After this, you will fill in the Subject and Body of the email.
Once you're satisfied and have added any attachments or Substitution Fields, click Send.
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