CRM - Send email from the opportunity tab

To create an email in the CRM, click on the opportunity, and then on 'Email';

Customize the email according to your preferences. Set the sender, being the recipient the lead of the opportunity. Describe the subject and, if you wish, attach files before sending.

After sending, you will find a summary of the email in the opportunity's history. You can view or reply as needed.

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Attention: an email sent by the CRM, when received by the lead, its preview in the inbox may show the code with the opportunity ID, as in the example below. This case only occurs when the email content is small (such as in a test, for example).

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