Overview

You added a contact to an opportunity and then a Play, but when you are trying to send an email to a newly added prospect, it doesn't allow me to pick a template or send the email (that whole bar is just gone).

Information

When this happens, check your CRM to confirm that the contact record has an email address.

• If the Contact record doesn't have an email address, it won't pull one into Playbooks, and thus it won't show you any email options (like Templates). 
• If the Contact record has an email address, reset your CRM connect by going into Settings in the extension > CRM > Disconnect > Connect.