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.
Email to Notes from Deal View
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 from the email address associated with the user's account.
