If you have recently been invited by your account administrator to Crelate, we highly recommend a few steps to ensure your account is properly set up.
1. Add Your Email Connection - this will allow you to email from the database
2. Add your Email Signature - this will create and attach your signature to all outbound email
3. Creating Email Templates - this will allow you to pull in mail merges and automate the email process
For more detail not only on settings checklists but also product usage, please see the link here: Crelate New User Guide