The email tab keeps a log of all your emails between you and this contact.
COMPOSE
Select “Compose” to create an email inside TotalBrokerage.
An email template will open, and you can write your message there.
If a contact has multiple email addresses, you can select which email to send the message to by selecting the Email dropdown.
You may also send the customer a Marketing Template by clicking the Template icon.
USING CONTACT EMAIL CAPTURE ADDRESS
You can use the Contact Email Capture Address to email your contact from your email application and have the correspondence saved in TotalBrokerage.
Click the blue clipboard icon next to the Contact Email Capture Address.
Open your email application and paste this address into your new message's “To” section.
Or, click the blue envelope icon next to the Contact Email Capture Address to open the mail in a new mail client (Outlook).
You can then compose an email from the mail client on your device.
If your brokerage has enabled Track Email Click Metrics (an administrator can enable this setting via Setup → Brokerage), you can check the email status within the Sent section.
The symbol to the left of the contact name will indicate the status.
