Sending SalesNOW emails in Outlook
For users who have installed the SalesNOW-Outlook Add-In it is possible to compose new emails to SalesNOW contacts, which will be saved to SalesNOW and which can be associated to multiple records.
To send a SalesNOW email using Outlook, please follow these steps.
- From your Outlook open the SalesNOW Add-In.
- Click Compose Email
- From the drop-down list, please locate the SalesNOW Contact you would like to email.
- Click the Contact so that the name is highlighted and click To> to email the contact, CC> to CC the contact, or BCC> to send a BCC to the contact.
- Click Create Email
- As a default, the SalesNOW contact that the email is being sent to will occupy the Contact under SalesNOW Associations. However, if you would like to have this email saved to a Contact other than the one that the email is being sent to, please click Contact and choose the Contact record you would like this email to be associated with.
- If there is a Lead or Deal in your SalesNOW account which you wish to have this email saved under, please click Lead/Deal under SalesNOW Associations and select the record you wish to save this record to.
- Finally, after writing the message portion of the email, please click Send