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How to send emails from CRM

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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