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 Mac.
2. Navigate to the Contacts  module.
3. Select the desired contact record.
4. Click the Email  icon that can be found in the middle of the screen.

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

To use an email template

1. Click 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 clicking the Preview  icon.

3. Click "Apply" to use the email template.

To add attachments

1. Click the Attachmentsicon at the top right of the screen.
2. Select an option from the available ones:
  1. The Photo Library option allows you to select an attachment from Photos.
  2. The Files option allows you to select an attachment from Files.
  3. The Insert From Phone option allows you to use your iPhone as a remote extension of your Mac camera to do the following:
    1. Take Photo
    2. Scan Documents
    3. Add Sketch
Info: When you save a photo, document or sketch on your iPhone, it will be sent as an attachment to your Mac automatically, with no need for manual transfer.


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