Composing SalesNOW Emails

There are several ways to email a contact from within SalesNOW, from a contact record (see Emailing Contacts), from a lead record (see Emailing Contacts from a Lead) or from a deal (see Emailing Contacts from a Deal) or from a case (see Emailing Contacts from a Case). Another way to email a contact from within SalesNOW is from within the Emails tab. To email a contact from within the Emails tab, follow these steps:

  1. In the main tab menu highlight the Emails tab and click the trackball

  2. Click the menu button and select Compose Email

  3. Highlight the contact's name to whom you would like to email, Jane Wilson, for example, click the trackball and click Email Jane Wilson (Note: if Jane Wilson does not have an email address stored on her contact record you cannot send her an email in this way)

  4. 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)

  5. If you would like to associate this email to a lead or deal, click the magnifying glass image\ebx_-752130004.gif next to Lead/Deal field and select the Lead or Deal that you would like to associate to this email

  6. Type email subject and body

  7. 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 from BlackBerry Messages Area