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.

  1. From your Outlook open the SalesNOW Add-In.
  2. Click Compose Email
  3. From the drop-down list, please locate the SalesNOW Contact you would like to email.
  4. 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.
  5. Click Create Email
  6. 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.
  7. 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.
  8. Finally, after writing the message portion of the email, please click Send