Create and edit email drafts
The option to create Drafts within the CRM provides you with the flexibility to work on emails at your own pace.
You can start drafting an email, save it as a draft, and come back to it later to make any necessary edits or additions before sending it out.
This functionality is particularly useful when you need to compose complex or detailed messages that require careful consideration.
In this article:
Create an Email Draft
The email draft will be saved automatically when you stop typing.
You can also manually save an email as a draft by clicking on Save at the top of the email pop-up window.
Where to find Email Drafts
Email drafts can be found on the Contact profile or the Email page.
Contact profile
Open the contact → scroll down, below the Next Action.
Bulk emails are only accessible on the Email page.
Email Page
Notes:
- Drafted emails can also be filtered by team members on the Email page.
- Email drafts are visible to all Users within your CRM who have access to the Email page.
- Focused Users will only be able to see email drafts for contacts owned by them.
Edit an Email Draft
Contact profile
Open the contact → scroll down, below the Next Action → click on Edit.
Email Page
Go to the Email page → click on the Drafts folder in the left-hand side menu → click on the saved email draft.
Users can only edit their own drafts.
Delete Email Drafts
Email drafts can be deleted on the Contact profile or the Email page.
Contact profile
Open the contact → scroll down, below the Next Action → click on Discard.
Email Page
When you delete a User from your account, all the contacts assigned to another user who have email drafts will have the drafts editable by the new Contact Owner.