Emailing a Record


The Share icon and text link are located on the upper right of a record detail page.

  1. Click this icon or text link to open a pop-up window.
  2. In this window, enter your recipient's email address and an optional message. To send to multiple accounts, separate each email address by a comma.
  3. Click the Send button.

A link to the record will be sent to the specified address or addresses.

0 out of 0 found this helpful