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How do I Send an Email to an Opportunity in Mobile CRM App?
Updated on November 9, 2016 09:28PM by Admin
Follow the instructions below to email an opportunity.
Steps to Send an Email to an Opportunity
- Log in to mobile CRM.
- Click on “CRM”, it drops down a set of CRM apps such as Leads, Contacts, Customers and Opportunities.
- Choose “Opportunities” from the list.
- You can view Opportunities App page.
- Create a new opportunity or select an existing opportunity to send an email.
- Click on “Email” button.
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