video1.0<iframe src="https://www.loom.com/embed/5e9567400e4c4b06b26de3d380854077" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5e9567400e4c4b06b26de3d380854077-dd7be86f32523861.gif278.443This Loom explains how to send emails from Salesforce using the Account, Opportunity, or Lead pages. It starts on the Account record by going to the Activity tab and clicking the Email button to open the email composer, where you remove yourself from BCC and type the client’s email in the body. The template option is accessed via the insert template icon at the bottom and lets you select from All Classic Templates or Business Mastery Templates, with CSR Templates typically used for CSR-related communication and other team folders available when needed. When sending from an Opportunity, you must use the dropdown next to the email icon and select Email Customer so the customer is prefilled in the To field, and it notes the same general method applies across pages.