1. Navigate to a contact, lead, or person account record.
2. In Quick Send Messages, select a message.
3. To personalize and send the message, click .
4. Customize the Introduction and Conclusion as needed.Tip To change the greeting, click the Send Settingstab.Tip To preview your customizations and view the “send to” email address, click Refresh Preview.
5. To send the message, click Send.