Send a new email and attach files
Start an email to a contact or lead from the Inbox or from their page, add Cc and attachments, and see it on their timeline.
You can start an email from the Inbox with New email, or from a contact’s page with Email. Either way, the email is sent for real and saved to the contact’s timeline.
From the Inbox
Start the email
In the Inbox, click New email.
Choose who it's to
In To, type a name or email and pick the contact or lead from the list. Someone marked No email on file needs an email address on their record first.
Add anyone to copy
In Cc, enter other addresses, separated by commas. They don’t have to be contacts.
Write it
Fill in Subject and Message. All three, To, Subject and Message, are needed to send.
Attach files
Click Attach files and choose one or more files, up to 15 MB in total per email. A file that would go over is left off, and Relivo tells you which one.
Send
Click Send, or press ⌘ Enter on a Mac or Ctrl Enter on Windows.
The email joins the contact’s conversation in the Inbox. You can only email people who are in Contacts or Leads; add them first if they aren’t.
From a contact’s page
Click Email
On the contact’s page, or in the preview panel on Contacts or Leads, click Email. It only shows when the contact has an email address.
Write the email
Send an email is already selected. Add a subject and write your email. Relivo fills in the subject from your last email with them, with “Re:” in front.
Set a next step, if you like
Under Next step, choose a follow-up, such as Follow up in 3 days, so it shows on Today when it’s due.
Save
Click Save to send the email.
To answer the latest email quickly, use the reply box under the contact’s Timeline, or open the Emails tab, which shows only your email with them and has a full reply box with attachments.
Your signature is added to every email you send from Relivo when it’s turned on in Settings > Email.