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. Double tap the email address in the contact record.
4. Add any additional email recipients by tapping the + button next to Cc or 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 the + button next to Lead/Deal/Case to associate the email with a particular SalesNOW record
6. Type email subject and body.
7. Tap Continue 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 Email