Save Emails II: Difference between revisions
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Crmtogether (talk | contribs) (Created page with "To save emails against an opportunity or case we do the following: Open MobileX File:saveoppo.png *Log in if you need to This will show you the person record matchin...") |
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This will show you the person record matching the email (assuming there is a match-if not you will be prompted to create a company/person) | This will show you the person record matching the email (assuming there is a match-if not you will be prompted to create a company/person) | ||
Click the Sales menu | Click the Sales menu | ||
[[File: | [[File:saveoppo1.png]] | ||
Click the $ icon ($ is the icon for opportunities) | Click the $ icon ($ is the icon for opportunities) | ||
[[File: | [[File:saveoppo2.png]] | ||
Click the + in the top right hand side of the screen (action menu) | Click the + in the top right hand side of the screen (action menu) | ||
[[File: | [[File:saveoppo3.png]] | ||
Click "Email" | Click "Email" | ||
[[File: | [[File:saveoppo4.png]] | ||
This shows you the email with the contents. Click the tick option to save this. | This shows you the email with the contents. Click the tick option to save this. | ||
[[File:saveoppo5.png]] | |||
Latest revision as of 10:00, 24 January 2018
To save emails against an opportunity or case we do the following:
Open MobileX
- Log in if you need to
This will show you the person record matching the email (assuming there is a match-if not you will be prompted to create a company/person)
Click the Sales menu
Click the $ icon ($ is the icon for opportunities)
Click the + in the top right hand side of the screen (action menu)
Click "Email"
This shows you the email with the contents. Click the tick option to save this.
