How to email a contact? | Online Help - Bigin by Zoho CRM

How to email a contact?

To email a contact

1. Open the Bigin app on your iPad.
2. Navigate to the Contacts  module.
3. Select the desired contact record.
4. Tap the Email  icon that can be found in the middle of the screen.

When you're done composing the email, tap "Send" at the top right of the screen.

To use an email template

1. Tap the Template  icon at the top right of the screen.
2. In the available options, pick an email template that works for you.

You may preview each template by tapping the Preview  icon. Tap "Apply" to use the email template.

To add attachments

1. Tap the Attachments  icon at the top right of the screen.
2. Select an option from the available ones:
  1. The Camera  option allows you to take a photo and send it
  2. The Photo Library  option allows you to select an attachment from Photos.
  3. The Files  option allows you to select an attachment from Files.

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