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 >
A slide-up window will open and from where you can enter or choose:
The sender
Clients and other contacts from the deal
Other users and partners from the organisation
The email template
Subject
Email content
Attachments
Once selected, press 'Send' button and the email will be sent from the system.
Send Email from Quick Actions
The 'Send Email' option from Quick Actions will allow you to include multiple recipients in the email (deal clients, other deal contacts, other users, deal partners).
Email to Notes
Deal View (email to deal notes)
To forward an external email exchange with a client to their Salestrekker 2.0 deal, simply use the 'Copy email to notes' function in Deal View.
Clicking this option will copy the deal notes address to clipboard. You can then paste this address in the 'To' field of your email app when forwarding the email.
The forwarded email can be found under the deal 'Notes' section.
Emails can only be forwarded to deal notes from the email address associated with the deal owner, team members and contacts.
Task View (email to task notes)
Just like forwarding an external email to a deal, users can now forward them to specific task notes.
To do so, open the task's Task View page and use the 'Copy email to notes' option from the main left menu.
Clicking this option will copy the task notes address to clipboard. You can then paste this address in the 'To' field of your email app when forwarding the email.
The forwarded email can be found under the task 'Notes' section.
Emails can only be forwarded to task notes from the email address associated with the task owner and 'assignedTo' user(s).
Contact View (email to contact notes)
Another option is to forward emails directly to Contact notes, from the Contact View page.
To do so, open the contacts's Contact View page and use the 'Copy email to notes' option from the main left menu.
Clicking this option will copy the contact notes address to clipboard. You can then paste this address in the 'To' field of your email app when forwarding the email.
The forwarded email can be found under the contact 'Notes' section.
Emails can only be forwarded to contact notes from the email address associated with the contact owner and contact themself.