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