Emailing Contacts from a Deal

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

  1. Tap Deals on the tab bar.

  2. To open the deal, ABC Manufacturing Deal for example, tap the record

  3. Tap Menu and tap Email Bob Smith (assuming that Bob was the primary contact on the deal)

  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. Notice that this deal record is automatically associated to the email.

  6. Type email subject and body

  7. Tap Continue to Send and then tap Send to send your email

Note: This email, once sent, will automatically be stored within the Emails sub-tab within the Deal record.

See Also:

Composing SalesNOW Emails