---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Compose emails

# Compose emails {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 LeadsAll and select a lead that you want to work with.
3. Select the Emails tab.
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.  
   {#lead-management-use-emails-tab__table_dbp_n5m_bcc__entry__2}

   | 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. |
   [Table 1. Lead Email Draft form]

   {#lead-management-use-emails-tab__table_dbp_n5m_bcc}  
   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.

*[\>]: and then