1. Using Sales in the Redwood User Experience
  2. Send an Email About a Lead, an Opportunity, or an Account

Send an Email About a Lead, an Opportunity, or an Account

Here's how to send an email to a contact from individual accounts, opportunities, and leads. When you do, the mail thread can be viewed in the Activities panel of the record you send it from as well as from the contact itself.

  1. Open the record you want to email about. If you're emailing about an opportunity, send the email from the opportunity. If you're emailing about a lead, send it from the lead, and so on.

  2. If you see the contact you want to email in the Contacts panel, just click the email address.

  3. If you don't see the contact, view all contacts using either method:

    • Click Show All Contacts.

    • Enter Show in the Action Bar and select Show Contacts

  4. Click on the email address.

  5. Compose the email. You can add additional recipients and attach documents. Your options differ depending on which one of the email options your organization selected:

    • If you're using Office 365, then you must click Edit to edit the draft the application creates for you before composing your email.

    • If you're using the Outlook client or another client, then don't delete the code the application inserts in the body of the email. It's used for tracking the emails and not visible to contacts. Here's an example: 

      ------
CRM Reference:
Oracle Digital Sales
(##0000014003##)

  6. Click Send.

  7. The application saves the email in the Activities panel for the record where you're composing it. You can read and write any follow-up emails from the same thread. No matter where you send the email, you can always access the thread on the contact's activity stream. You can see the first line of an email, but you must click it to display the full text.

    When a contact replies, you get automatically notified in Notifications (bell icon).

    If your organization has implemented the integration with Microsoft Exchange, then you can also view and reply to emails from Microsoft Office 365, Outlook, or another client application as you would normally. Provided you initiated your email conversation from within Digital Sales, your email exchange with contacts, including attachments, is available in both Digital Sales and in your email application.