Compose emails
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
- Navigate to List view
and select **Opportunity - All**.
From the Opportunity List window, select the opportunity you want to work with and select the Emails tab.
Note: The Meetings tab displays both meetings linked directly to the opportunity and meetings linked to the opportunity's touchpoints.
Select Compose Email button from the top right corner to start a new email or select an existing email to make changes.
Fill in the fields in the 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.
Select Send email to send the email or close the email form to save it in the Draft Emails tab.
Parent Topic:Using Opportunity Management
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