1. Open the record from which you want to send email.
2. Click the Activity tab, then click the Email tab.
3. To insert a template, click the Templates icon. Select the template you want and its contents appear. In Lightning Experience, you can choose a Lightning email template that’s global—where the template’s related entity type is contact, lead, or nothing—or one that belongs to the category you chose in the email’s Related To field—such as account or opportunity. Choose an email template’s related entity type when you create the template from the Email Template page.
4. Edit your email as needed, then preview and send.