Save Emails II

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.