Emailing Contacts from a Case

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

  1. Tap Cases on the tab bar.

  2. To open the case, ABC Manufacturing Case for example, tap the record.

  3. Swipe down from the top frame and tap Email

  4. Add any additional email recipients by tapping the + next to either Cc or Bc and then 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 case record is automatically associated to the email.

  6. Type email subject and body

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

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

See Also:

Composing SalesNOW Emails