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How to send emails in Salestrekker 2.0

Mina avatar
Written by Mina
Updated over 3 months ago

Send email from Deal View

Sending email can be done from a deal view, by simple clicking on the "Send email" section on the left side >>



Pop-up window will open and from there you can choose:
1. email sender
2. clients and other contacts from the deal
3. users and partners from the organization
4. email template
5. attachments


Once selected, press "Send" button and the email will be sent from the system.




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