Emails Overview

Email records in SalesNOW store information from:

• Emails that have been sent from within SalesNOW (See Composing SalesNOW Emails), or

• Emails sent or received within the BlackBerry Messages area that have been saved to SalesNOW (See Composing BlackBerry Emails, Forwarding BlackBerry Emails or Saving BlackBerry Emails)

The email record stores a variety of information, each separated by sub-tabs. When you open an email record, the General sub-tab opens by default. To move to a different sub-tab, click the Escape key. Notice that the General sub-tab will change in color from white to orange. To move to a different sub-tab, scroll left or right and click the trackball to enter into a different sub-tab section. The sub-tabs within the deal record are:

• 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