Forwarding SalesNOW Emails from BlackBerry Messages Area

SalesNOW allows you to forward an email from the BlackBerry Messages Area to a SalesNOW contact and automatically store a copy of the email within SalesNOW.

To Forward a SalesNOW Email from within the BlackBerry Messages area, do the following:

  1. In the BlackBerry Messages area, highlight the email that you would like to Forward to SalesNOW and click the trackball

  2. Highlight Forward to SalesNOW and click the trackball

  3. Highlight the contact's name to whom you would like to forward this 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 a email subject and body

  7. Click the trackball and click Send to send your forwarded 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.