Skip to main content
Conga Support

Send Email

Use the Send Email action to send emails directly from ActionGrid.

Select one or more records that contain an email address. Then right-click on the selected records and choose one of the following options:

  • From Template: A new Salesforce window opens where you can send an email, select an email template, and attach a file to the email.
  • Compose: A dialog prompts if you want to send the email using your default email client or Salesforce. Then compose the email message and click Send.
  • Batch: A Batch Send Email screen appears. Select a Template from the drop-down list, or search for a template. Enter a Reply To address and a Mass Email Name. Click OK.

Video Presentation


  • Was this article helpful?