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Sending a Message Using Email

You can send email messages to the recipient from within Siebel Sales. The recipient either can be inside or outside your corporate firewall because Siebel Sales uses the email address associated with the contact information for the recipient. After you create a message and complete the necessary fields, you can send the message as an email. For information on standard email functionality within Siebel Sales, see Fundamentals.

To send an email message

  1. Navigate to the Messages screen.
  2. In the Daily Messages list, select the message to send as an email message.
  3. From the application-level menu, select File > Send > Email.
  4. In the Send Email dialog box, complete the fields for the email, and then click Send.
  5. In the email form, click To to display the Address Book dialog box.


 Siebel Sales User Guide 
 Published: 18 April 2003