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Email

Write, reply & attach files

Use the composer and keep the conversation with the buyer record.

Where to go

Lead / Contact → Email → Compose / Reply

Write, reply & attach files — actual CRM demo screen
Actual CRM 0.53.1 screen with fictional demo data. Click to enlarge; follow the numbered steps below.

Step by step

  1. Open the permitted buyer’s email conversation and choose Compose or a message’s Reply action.

  2. Check the recipient and subject. Write your message or select a saved template.

  3. Your saved default signature appears automatically. Review it before sending.

  4. Attach at most 10 files with a combined size of 20 MiB. The provider may enforce a smaller message limit.

  5. Send once and review the result and timeline. Save a draft if you need to return later.

Demo example

Demo: send a harmless test message to your own controlled test contact; do not test on an actual buyer.

FAQ

What is the outgoing attachment limit?

Up to10 files and20MiB combined in the normal composer. Provider message-size/encoding limits may be smaller.

Read related guide →
Will attachments stay inside a saved draft?

No. Reattach the files after reopening a draft.

Read related guide →
Why is Send unavailable in a blank email?

Check verified mailbox, recipient, subject, message, template values and file validation. The composer explains missing requirements.

Read related guide →

Reviewed 10 October 2026 · CRM 0.53.1