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. Tap the record you would like to open

  3. Swipe down from the top frame and tap Email.

  4. Add any additional email recipients by tapping the + next to Cc, or 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 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