Send Email to a Contact

Send Email to a Contact


  1. User Log in to the IBCRM.
  2. On the Left sidebar, navigate to the Contacts module and click on it.
  3. Hover the mouse over the contact you want Email > A window will open showing Contact Details with its respective icons like Email and Phone.
  4. Click on the Email Icon.



  1. The email window will open up on the Screen as ‘Compose Email’.
  2. Once you Done with the email draft, Click on the Send button.


  1. You will get an Email sent successfully pop-up.
  2. You can also view the mail from the MY Interactions section.


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Another way to Email the Contact.


  1. Navigate to Contacts < Select the Contact by Clicking over it < Contact Page will Open.
  2. Below the Contact Details, there is a section for Email Addresses.

Note: here you can update/Add the Client's email address

  1. Click on the Email Address.
  2. The email window will open up on the Screen as ‘Compose Email’.
  3. Next, refer to the above-mentioned steps.



















  1. The user can also Mail by Clicking over the Email icon next to Contact Details.
  2. The email window will open up.
  3. Next, Refer to the above-mentioned steps.


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