Emailing Contacts
To email a contact from within SalesNOW, follow these steps:
- In the main tab menu highlight the Contacts tab and click the trackball
- Highlight the contact's name, Jane Wilson, for example and click the menu button
- Highlight Email Jane Wilson and click the trackball (Note: this option will only appear if there is an email address stored on Jane Wilson's contact record)
- To add more email recipients, click the menu button and select either Add SalesNOW To:, Add SalesNOW Cc: or Add SalesNOW Bcc: (to select contacts from within SalesNOW) or select either Add To:, Add Cc: or Add Bcc: (to select contacts from within your BlackBerry Address Book)
- If you would like to associate this email to a lead or deal, click the magnifying glass
next to Lead/Deal field and select the Lead or Deal that you would like to associate to this email
- Type email subject and body
- Click the trackball and click 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
Composing BlackBerry Emails