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

  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 “Opportunities” from the list. 
  4. You can view Opportunities App page. 
  5. Create a new opportunity or select an existing opportunity to send an email.
     email of an opportunity
  6. Click on “Email” button.
    email sent successfully 

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