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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

  1. Navigate to the Literature screen, and in the Literature list, select the literature item you want to send.
  2. From the application-level menu, select File > Send >Email.
  3. 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

  1. Navigate to the Literature screen, and in the Literature list, select the literature item you want to send.
  2. From the application-level menu, select File > Send > Fax.
  3. The Send Fax dialog box appears with the literature item added as an attachment.

  4. In the dialog box, complete the necessary fields, and then click Send.

 Siebel Sales User Guide 
 Published: 18 April 2003