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Sending Literature by Email and Fax
You can send a literature item as an email attachment or a fax message from within Siebel Sales.
To send literature as an email attachment
- Navigate to the Literature screen, and in the Literature list, select the literature item you want to send.
- From the application-level menu, select File > Send >Email.
The Send Email dialog box appears with the literature item added as an attachment.
NOTE: You can also attach files to email by clicking the attachment icon and following the instructions to attach a file. For more information on attachments, see Fundamentals.
To send literature by fax
- Navigate to the Literature screen, and in the Literature list, select the literature item you want to send.
- From the application-level menu, select File > Send > Fax.
The Send Fax dialog box appears with the literature item added as an attachment.
- In the dialog box, complete the necessary fields, and then click Send.
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Siebel Sales User Guide Published: 18 April 2003 |