Description of Issue:
When sending emails via Salesforce using any email template, the following error is received:
'You can't send an email to a lead when there's a value in the Related To field. Remove the lead or the Related To entry.'
This is caused by selecting a lead record to send the email to vs a contact record.
Fixes:
Often a contact will have multiple contact records. Make sure to select the record type of contact and not a lead record. The icons below indicate the contact status:
Contact
Lead
You may only see multiple records if the full name is entered. If only one record is found, that record will need to be updated to contact status vs a lead, or a new contact record added to the customers account.
