Compose emails

  • Release version: Australia
  • Updated June 9, 2026
  • 1 minute to read

    • Create an email to communicate the product information to your customer as per the business requirements.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Leads > All and select a lead that you want to work with.
    3. Select the Emails tab.
      Note:
      The Emails tab displays both emails linked directly to the lead and emails linked to the lead's touchpoints.
    4. Select Compose Email to start a new email or select an existing email to view details.
    5. Fill in the details in the Email draft form.
      Table 1. Lead Email Draft form
      Fields Descriptions
      From Email id of the sender.
      To Email id of the receiver.
      Subject Subject of your email.
      Email message Body details of your email.
      Note:
      You can create your own email templates and use the pre-filled email templates while creating a new email. To discard your email, select Discard draft. To attach any files with your email, select Attach File.
    6. Select Send email to send the email or close the email form to save it in the Draft Emails tab.