How to write a single email to a contact or deal

Steps to write a one-off email to a people, company, or deal record

How to write a single email to a contact or deal in Uptics

The steps shown here are the same whether you are on the People or Company tab on the Contacts Module. Furthermore, the same steps can be used when present on the Deals Module.

For a longer video tutorial of these steps, please see below.

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