Writing from the customer record keeps email context, tasks, and follow-up connected.

What this feature is for

• Writing from the customer record keeps email context, tasks, and follow-up connected.

When to use it

• You need to reply with full customer context.
• You want to draft before sending.

Do it manually

1. Open the customer record.
2. Review timeline, notes, and recent inbox threads.
3. Start the email or ask AI to draft it.
4. Check recipient, sender, subject, and tone.
5. Send only after confirming the message is accurate.

Ask Faster AI

Draft an email to this customer based on the latest timeline activity. Keep it concise, helpful, and do not send until I approve it.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of compose customer email from a record.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Use customer activity for follow-up
• Connect your inbox to customer records