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How to send emails from CRM

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First, make sure you have configured CRM Email Integration (Connect Company Email).  After that, you can create email templates. Now you are ready to send email messages right from Bitrix24 CRM:

  • From the CRM record's details page (lead, contact, company, deal) - email option available under Stream & Activity.

  • From CRM record's list (leads list, contact list, etc.) - to particular record


        or to group of records with the help of group actions menu located below the list:


  • From CRM Activity Stream

  • From CRM My Activities page





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