Use the Send Email action to send emails directly from Conga Grid.

  1. Select one or more records that contain an email address.
  2. Right-click on the selected records and choose one of the following options:
    • From Template: A new Salesforce window opens where you can send an email, select an email template, and attach a file to the email.
    • Compose (Default): Your default email program opens. Enter message and click Send.
    • Compose: The Salesforce New Email window opens Enter message and click Send.
    • Batch: In the Batch Send Email prompt, select a template, name it, and click OK. Batch Email utilizes Salesforce Mass email and only works with Leads, Contacts, and Users.

You can send as many emails as your Salesforce API limit allows.