Click Send An Email on the Activity History related list of a record. Or, from a case, click Send An Email or Reply from the Email related list.

1. Add desired details
   • Enter a contact, lead, or person account in the To: field. Only one name can be entered in the To: field.
     • For contacts and leads that have multiple email fields, you can select an email address.
   • Optionally, choose another record, such as an account, case, or custom object, to associate with the email.
   • Optionally, if you want other people to receive the email as primary recipients, enter email addresses in the Additional To: field, or click the Additional To: link to select individuals from a list.
     • These people do not need to be Salesforce records. Email addresses can be separated by semicolons, commas, spaces, or new lines.
   • In the CC: and BCC: fields, enter any additional email addresses, or click the CC or BCC link to select individuals from a list.
     • Email addresses can be separated by semicolons, commas, spaces, or new lines.
   • Enter a subject and body for the email, or click Select Template to choose a predefined email template. Choose a folder and select a template from the folder.
     • If necessary, you can modify the content of the template in your email; however, you cannot modify Custom templates.
2. Choose Select template to choose from a pre-existing email template.
3. Optionally, choose Attach File (can also use attach file section - see below)
4. Click Send

If the recipient does not have an email address, Salesforce prompts you to edit the person’s email address and click:

• Save Address to add the email address to the record without sending the email.
• Save Address and Send to add the email address to the record and send the email.

Click Attach File