Sending Emails

You can send emails to contacts directly from intrebit CRM — no need to switch to your email client.

Sending an email

1. Open a contact’s detail view
2. Click Send Email
3. Fill in:
   • Subject — the email subject line
   • Body — your message
   • Optionally select an email template to pre-fill
4. Click Send

The email is sent via your configured SMTP settings and automatically logged as an activity on the contact’s record.

Note

SMTP must be configured in Settings > Email before you can send. See the Email & SMTP guide.

Email tracking

When email tracking is enabled, the CRM tracks:

• Opens — how many times the email was opened
• Clicks — which links were clicked
• First/last opened — timestamps

This data appears on the contact’s activity log.

Tips

• Use templates for repetitive emails to save time
• Check the activity log to see if your email was opened before following up
• Always personalize the email even when using a template