Emails Overview

Email records in SalesNOW store information from Emails that have been sent from within SalesNOW (See Composing SalesNOW Emails):

The email record stores a variety of information. The General Information is stored within the main body of the record. To edit the record's General Information, swipe down from the top of the frame and tap Edit. Make your change(s) and then tap Save to save your changes.

Email records also store Related Information, such as contacts, companies and custom information. To view or edit the record's Related Information, scroll to the bottom of the page of an open email record and tap one of the related lists.

• General Information this is the email's basic information such as the email's subject, the email's contact and/or company association, the email's lead/deal association, the time and date of the email, the email's priority and the body of the email.
• Contacts this section stores the names of any additional contacts that have been associated with this email and also their roles.
• Companies this section stores the names of any additional companies that have been associated with this email and also their roles.
• Custom this section stores information from any custom fields that may have been added to the email record by your SalesNOW Administrator. Note: the custom tab will not appear if there are no custom fields that have been added on the email document.

This section describes how to:

• Composing SalesNOW Emails compose a new email from within SalesNOW

Note: Email attachments are not stored within the SalesNOW email record.

See Also:

Composing SalesNOW Emails