Inbox & messages
Send and read email in Mail
Read and send email from your own mailbox, with every email saved to the right person.
Before you start
- A mailbox connected (see Connect your Gmail or Microsoft mailbox).
The steps at a glance
Step 1 of 5
In the menu on the left, tap Mail. On a phone, tap the ☰ menu button at the top first.
Tap New email.
Check From, type To and Subject, then your message. Add files with Attach files.
Under Tracking & options, tick Track opens or Remind me if there's no reply. Use Templates for common emails.
Tap Send, or Schedule send (e.g. Tomorrow 8 am).
✅ How do I know it worked?
- The email shows under Sent and on the lead's Emails tab.
⚠️ Common mistakes
Problem“Connect a mailbox first (Settings → Email).”FixConnect your mailbox — see the Gmail or Microsoft guide.
ProblemPlain text email wasn't tracked.FixPlain-text emails can't be tracked. Untick Plain text.
Problem“That's more than this mailbox can send today.”FixProviders limit daily sending. For newsletters use Email Marketing.