Adding Documents inside of an Email
Step 1: Open the record you wish to send an email to.
- If an active opportunity exists, send the email from your Deal record whenever possible.
- Click either the Email icon or Emails tab.
Step 2: Add a document
- Click the Documents tab in the email toolbar.
Step 3: Select the document
- Click the Owner dropdown in the document toolbar.
- Select Any to view all available documents and folders.
- Select an existing document.
- You can require recipients to enter their email address before viewing the document
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Requering an email will notifiy you if they or anyone else opens the email.
- The document will now appear in your email draft:
Adding Quick Snippets inside of an Email
Step 1: Open the record you wish to send an email to.
Step 2: Add the snippet
- Click the Snippets tab in the email toolbar.
Step 3: Select the Snippet
- Find the snippet you wish to add.
- The text associated with teh snippet will appear in your email:
Snippet Shortcut
- While composing an email, type # to search for and insert a snippet without opening the Snippets menu.
