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How to Send an Email

Learn how to compose, personalize, and send emails directly from Evolve CRM, with options to attach files, use templates, request payments, and schedule emails for later.

1. Start by accessing the Conversations section.

1 Click on the element.

2. Choose the 'Email' option to continue.

2 Click on "Email".

3. Now, type the 'From' name to identify yourself.

3 Next up, click on "From name:".

4. Next, input the sender's email address.

4 Click on "From email:".

5. Select the recipient in the 'To' section.

5 Click on "To:".

6. Then, type in your email's subject.

6 Click on "Subject:".

7. Compose the body of your email.

7 Click on the element.

8. Adjust formatting as needed.

8 Click here.

9. Attach any necessary files.

9 Next up, click on the element.

10. Include links if relevant.

10 Now, click on the element.

11. Incorporate images to enhance your message.

11 After that, click on the element.

12. Feel free to add emojis for a personal touch.

12 After that, click here.

13. Ready to send? Click to deliver immediately.

13 Now, click on "SC".

14. Or, you might prefer to schedule the sending.

14 Click here.

15. Set the specific time and date for your scheduled email.

15 Click on "Schedule your Email".

Evolve CRM makes sending and scheduling emails easy and efficient, whether you want immediate dispatch or a well-timed follow-up. Leverage its advanced features for a streamlined email communication experience.

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