Composing Emails

The integrated inbox lets you compose, reply to, and forward emails without leaving Intellicon CRM. All sent emails are automatically tracked and can be linked to CRM records.

Composing New Emails

1. In the Inbox, click Compose or the new email button.
2. A compose window opens with the following fields:
   • From — your connected email account (select if multiple accounts)
   • To — enter recipient email addresses
   • CC — carbon copy recipients (optional)
   • BCC — blind carbon copy recipients (optional)
   • Subject — email subject line
   • Body — the message content (rich text editor with formatting)
3. Write your message.
4. Click Send.

tip

You can start composing an email from anywhere in the CRM — from the inbox, from a contact's detail page, from a lead, or from an opportunity. When composing from an entity page, the "To" field and entity link are pre-filled.

Replying and Forwarding

Reply

1. Open an email thread.
2. Click Reply at the bottom of the message.
3. The compose area opens with the recipient and subject pre-filled.
4. Type your reply above the quoted original message.
5. Click Send.

Reply All

1. Click Reply All to respond to all recipients in the thread.
2. All original recipients are included in the To and CC fields.

Forward

1. Click Forward on any message.
2. Enter the new recipient(s) in the To field.
3. Optionally edit the message body or add a note above the forwarded content.
4. Click Send.

Linking Emails to CRM Entities

Linking emails to CRM records ensures that all communication appears in the right context — on the lead's activity timeline, the contact's email tab, or the opportunity's communication history.

Automatic Linking

The system automatically links emails to CRM records when:

• You send an email to an address that matches a known contact
• You compose from an entity's detail page

Manual Linking

1. While composing or after receiving an email, look for the Link to Record option.
2. Search for and select a CRM entity (Lead, Opportunity, Contact, Account).
3. The email thread is linked to that record.

Once linked, the email appears in the entity's Emails tab.

note

Linked emails provide full transparency for your team. Anyone with access to the record can see the email conversation, reducing the need to forward messages or explain what was discussed.

Email Signatures

Your email signature is automatically appended to new emails and replies:

• Set up your signature in your Profile Settings
• The signature appears below your message text
• It includes whatever you configured — name, title, phone, company, etc.

info

Signatures are applied per user. Each team member can have their own signature reflecting their role and contact information.

Attachments

To attach files to an email:

1. In the compose window, click the Attach button (paperclip icon).
2. Select files from your computer.
3. Files appear listed below the message body with file name and size.
4. Remove an attachment by clicking the "x" next to it.

Alternatively, drag and drop files directly into the compose area.

warning

Be mindful of attachment size limits. Very large files may fail to send or get blocked by the recipient's email server. For large files, consider using the CRM's document sharing features instead.