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Sending Emails from Contact

STEP 1: Log in to your Vintory CRM account

Switch to an Account

(Drop down menu on the upper left corner of the screen)

  • Choose an account.

STEP 2: On the Dashboard, click on the CONTACTS TAB

  • Choose ‘Contacts / Smart lists

STEP 3: Select a Contact

  • Choose from your contacts list who you want to send an EMAIL.

(You can click their name or use the ‘Quick Search’ field to look for your desired contact.)

(Make sure that the contact has EMAIL ADDRESS to send an EMAIL.)

STEP 4: Start Sending EMAILS

(You can now start sending EMAILS to the chosen contact.)