Emailing Contacts

To email a contact from within SalesNOW, follow these steps:

1. Tap Contacts on the tab bar.
2. To open the contact, tap the contact's name
3. Tap the contact's email address that you want to email
4. Add any additional 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.
5. Tap either the Deal, Lead or Case button if you'd like to associate the email to a deal, lead or case and select the appropriate record
6. Type email subject and body
7. 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:

Composing SalesNOW Emails