There may be times when you need to follow up with a customer via email. If the customer is not expected an email, you should always try calling first. If you get voicemail, let them know that you will be sending an email and they should call us back if they don't receive it.

You will need to login to FreshDesk to send the email.

1. Copy the email address from the CRM and switch to FreshDesk.

2. Click New > New Contact.

3. Enter values into the Full name and Email fields. Click Create.

You might see:

If so, click View Contact.

4.