How to Write and Send a New Email

Write and send a new email from KamoCRM.

Before you start

• Your organization has email set up and you have a mailbox assigned to you. If the Mail button doesn't appear in the top navigation bar, see Why Mail May Not Be Available to You

Steps

1. In the top navigation bar, click the Mail icon (tooltip: "Call or Text" is the phone icon next to it — Mail's own tooltip is "Email").
2. Click Compose New Email. A compose window opens. If this option is greyed out, hover it — it explains why (no email provider configured, or no mailbox assigned to you yet).
3. Fill in the fields:
   • To: — start typing a name or address; matching contacts and organization members appear as you type.
   • CC: / BCC: — optional, same recipient picker.
   • Subj: — the subject line.
   • Body — the large text area below, with a rich-text toolbar.
4. Optional: click the paperclip icon to attach a file, or drag a file straight onto the window and drop it.
5. Optional: toggle the switch at the bottom (labeled with your current template — "No template", "Individual template", "Department template", or "Organization template") off if you don't want your organization's email signature/header included on this message.
6. Click Send.

What you'll see

If at least one recipient is filled in, Send becomes active. On success the window shows "Email sent successfully" and closes after a moment, and the message appears in your Sent folder. If you left the subject blank, a dialog asks whether to add one or send anyway.

If you're not ready to send, click Draft instead — it saves to your Drafts folder. Attachments and an attached meeting invite are NOT saved with a draft; you're told exactly what got left out.