View and send emails in Lead-to-Cash Process Management

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • View consolidated emails for all hard-linked entities monitored in a sales process record and compose emails from the sales process dashboard.

    Antes de Iniciar

    You can compose and send emails related to a sales process record by default. To compose emails for child entities such as an opportunity or quote, you must be granted access to those entities. For more information, see Setting conditions for enabling email access in Lead-to-Cash Process Management.

    Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Navigate to Lead to Cash Process Management > Sales Process Records.
    4. Select the sales process record.
    5. View emails from all hard-linked entities tied to the sales process record by selecting the Emails tab.
    6. Compose and send the email.
      1. Select Compose Email.
      2. Enter the list of recipients.
      3. Draft your email.
      4. Select Send email.