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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.

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