How Do I Send an Email in JobNimbus?

On This Page

• Sending Emails
• Managing and Replying to Emails
  
  

Sending Emails

Navigate to the Job page and select the blue Send Email button located in the top right of the Job page.

The following window will appear.

1. Choose your recipient(s) from the dropdown menu or manually type the email address out if the intended recipient is not listed. 
   1. Choosable options include Related Contacts, Assignees, and Sales Reps.
2. Select Cc/Bcc to open the Cc and Bcc options. 
3. Add a Subject Line.
4. Select an Email Template.
   1. To learn how to create an Email Template, check out this article.
5. Click on the underlined "A" to open the formatting menu as shown below.
   
6. Add attachments either by selecting from a list of files that are already associated with the Contact or by browsing your device.
   1. The total size of a single email cannot exceed 22 MB. If needed, we recommend utilizing the Share feature to send out more information.
7. Send your email.

Once the email is outbound, you will see it recorded under the Job's Activity tab.

Managing and Replying to Emails

You can Reply, Reply All, and Forward emails from the activity feed, as well as when you are viewing a specific email by clicking the View Thread button.