How do I Email to Customer from the Mobile CRM App?

Updated on November 9, 2016 05:27AM by Admin

Email a customer from the mobile app by following the below instructions.

Steps to Send Email to a Customer

  1. Log in to mobile CRM.
  2. Click on “CRM”, it drops down a set of CRM apps such as Leads, Contacts, Customers and Opportunities.
  3. Choose “Customers” from the list. 
  4. You can view Customers App page. 
  5. Create a new customer or select an existing customer to send an email.
    customer email 
  6. Click on “Email” button.
    email sent successfully 

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