Composing SalesNOW Emails

SalesNOW emails can be sent on the iPad from a contact record (see Emailing Contacts), from a lead record (see Emailing Contacts from a Lead), from a deal record (see Emailing Contacts from a Deal) or from a case record (see Emailing Contacts from a Case). A copy of the email will be saved in SalesNOW and associated to the related contact/company/lead/deal/case record (note: attachments are not saved at this time).

Another way to email a contact using the SalesNOW iPad application is through the Emails tab. To email a contact from within the Emails tab, follow these steps:

1. To display the Emails List, tap the Emails tab in the Tab bar at the bottom of the screen. This will display the Emails list.
2. Tap Compose at the top left of the screen to create a new email.
3. Add your email recipients by tapping either Add To:, Add Cc or Add Bcc and tapping the name of the SalesNOW contact that your would like to email. (Note: only contacts that have an email address stored on their contact record will appear in the list of possible email recipients). Notice that the email will be automatically stored and associated to the contact and company.
4. If you would like to associate and store this email against a lead, deal, or case record, tap either the Deal, Lead or Case button and tap the appropriate record to associate to the email.
5. Type email subject and body
6. Tap Continue to Send and then tap Send to send your email

Note: If you are not within wireless coverage when you send an email, the email will automatically be sent once you return to wireless coverage

See Also:

Emailing Contacts

Emailing Contacts from a Lead

Emailing Contacts from a Deal

Emailing Contacts from a Case