Here's an image displaying the 6 steps as outlined below:
- Navigate to a Contact Record. (Remember: you can send an email from any object, but for purposes of this article we will send it from the Contact object).
- On the right-hand side of this contact’s record, under Activity, make sure the Email tab is selected.
- Fill out the email subject.
- Write your email.
- Choose a Related to object and record. This can be any object (property, company, etc).
- Click Send.