What you'll need

1. Your Outlook account is authorized to send emails from within Model Match. If you haven't done so already, please take a look here.

 

Sending Emails

1. Let's open a contact record with an email address.

 

2. Click the Email Address dropdown box to view the email addresses on the contact. To send an email click the "Send" icon next to the email address. 

 

 

 

 

 

 

3. In the window that appears, you'll be able to CC any other email addresses you'd like to include, and attach files or images.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you have a signature setup, your signature will automatically appear at the bottom of the body of the email. To learn how you can set up an email signature, take a look here.

Once you're ready to send just click the send icon at the bottom! Woo! That wasn't so hard!