How to Send an Email from the Contact Record

Send emails directly from BIGContacts when viewing a contact's record.

Use Case

You’re managing a sales lead and need to send a follow-up email. Using the email feature within the contact record, you can send the email directly from BIGContacts, store the communication history, and ensure the follow-up is logged automatically.

How This Helps You

• Seamless Integration: Send emails without leaving the BIGContacts platform, ensuring a smooth workflow.
• Contact History: Automatically store sent emails in the "BIGContacts Contact History" folder, helping you keep a record of your interactions.
• Quick Access: Reply emails go to your regular inbox so that you can respond promptly.
• Professional Deliverability: BIGContacts employs a professional Email Service Provider to ensure your emails reach their destination.

To Send an Email From the Contact Record

Step 1: On your dashboard, navigate to Contacts in the side panel. Use the search bar or scroll to locate the contact you wish to email and click on the contact’s name.

Step 2: Configure email options

• Fill in the email fields such as Cc, Bcc, Subject, and Message body.

• Select email template (if required) and notification options (if you want to track when the email is opened.)

• Once everything is set, click the "Send Email" button.

By following the above steps, you can successfully send an email from your contact records.

That's how to send emails from the contact record. Please contact our support team if you encounter any issues or have any questions.