BrokerEngine's Outbox feature lets you send emails from our platform using your domain. To enable this email functionality, you must configure your domain by confirming and updating your domain name servers (DNS) with records provided by BrokerEngine. Once you complete this step, your system can send emails directly from your approved domain.
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Prerequisites
Before sending emails, ensure that your domain has been configured appropriately by updating the DNS records as provided by BrokerEngine.
Opening a blank email form
Follow these steps to create an email from scratch or begin with a template.
Open a board (e.g. Deals or Leads) and locate the card from which you want to send an email.
Double-click the card name to open the full view mode.
Go to the side panel on the right and click the Emails icon.
Click the plus (+) icon to open a blank email form.
Optionally, you can start writing an email message and save it as a draft. Learn more.
Creating a custom message
Follow these steps to create an email from scratch.
Click the From field and select the sender's name.
Click the To field and select one or more recipient names.
Type or paste in the message body. Optionally, use the toolbar to format and style the text or add content (e.g. images).
Attach a file to the message. (optional)
Click Send Email.
Creating a message with a template
Optionally, use a template to create an email message. Click the Use Template field and select an option. The template fills most fields (e.g. To address, Subject line, etc.).
Optionally, click Add Template to create a new one. Click here to learn more.
Review the fields and make changes as required. When it all looks good, click Send Email.
