# Emails

The **Emails** tab displays all email communications related to the client. It allows you to view email records and, if you have the necessary permissions, send new emails directly from here. This centralized view helps you track email interactions and maintain efficient communication with your clients.

### <mark style="color:red;">1. View Emails</mark>

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Order of Emails</strong></td><td><ul><li>Emails are sorted in reverse chronological order (latest emails appear at the top) and categorized by month.</li><li><p>Each email record displays:</p><ul><li>Email Subject</li><li>Email Sender</li><li>Email Status</li></ul></li><li>Email content is <strong>not</strong> shown in this tab. To view the full content, please visit the <strong>Notify</strong> tab. (For more details, refer to this section: <a data-mention href="../../../11.-notify">11.-notify</a>)</li></ul></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FABzXQiSDeswAoBUILKvP%2Fimage.png?alt=media&#x26;token=00aed584-fd67-4fd3-9a50-f41a7c01f1c3" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td><strong>Search Emails</strong></td><td><ul><li>Use the search bar to quickly find specific emails by typing keywords from the email title.</li></ul></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FMiIwKt3jc9UKni2rUXEx%2Fimage.png?alt=media&#x26;token=2e47b42c-72f8-41fd-a166-73d9fbf610a8" alt=""><figcaption></figcaption></figure></div></td></tr></tbody></table>

### <mark style="color:red;">2. Sending Emails</mark>

To send emails, you must have the **Emails** permission enabled. Without it, you can only view email records. For more details, refer to this section: [role-management](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/crm-back-office-user-guide-full-cn/17.-settings/back-office-portal-user-settings/role-management "mention")

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fy08Nr84OPqHtOcy0agH2%2Fimage.png?alt=media&#x26;token=d710a916-7e43-4855-a636-329adc1a0301" alt=""><figcaption></figcaption></figure>

To send emails:&#x20;

1. Click "**Send Email"** under the **Emails** tab.&#x20;
2. Alternatively, use the shortcut icon on the lead overview panel.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FbihVMkGWJn9HrIvosJa3%2Fimage.png?alt=media&#x26;token=93e396e0-6ae2-4407-a258-0877738621bf" alt=""><figcaption></figcaption></figure>
3. Fill in the following fields:
   * **Sender Email**
   * **Recipient Email** (pre-filled with the lead’s email address)
   * **Email Subject**
   * **Email Content**
4. Click **"Send"**.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fpb3RhnghVTwUs6AlxUzb%2Fimage.png?alt=media&#x26;token=403682ed-cd05-4fd6-8f36-128beaa738cf" alt=""><figcaption></figcaption></figure>
