Compose emails

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create an email to communicate to your customer the product information that meets their business requirements or the product demo as required by your customer.

    Before you begin

    Role required: sales_agent

    Procedure

    1. Navigate to List view Lists tab.and select Opportunity - All.
    2. From the Opportunity List window, select the opportunity you want to work with and select the Emails tab.
    3. Select Compose Email button from the top right corner to start a new email or select an existing email to make changes.
    4. Fill in the fields in the Email Draft form.
      Table 1. Opportunity Email Draft form
      Fields Descriptions
      From Email id of the sender.
      To Email id of the receiver.
      Subject Subject of your email.
      Email message Body details of your email.
      Note:
      You can create your own email templates and use the pre-filled email templates while creating a new email. To attach any files with your email, select Attach File.
    5. Select Send email to send the email or close the email form to save it in the Draft Emails tab.