E-mailing an Account

E-mail an account from the Account details screen.

1. On the home screen, select Accounts.
2. Select an account to view its fact sheet.
3. Select the E-mail address.
4. If prompted, select the e-mail account.
5. Enter the e-mail text, then select Send.
6. (Optional) Log this e-mail or another e-mail as a CRM activity.
   1. For sent items, open the message in the Sent Items folder in the native e-mail application. For incoming e-mails, open the e-mail message.
   2. Select Menu > Log as CRM Activity.

   The application displays the New Activity screen, with the activity type as Outgoing E-mail or Incoming E-mail. The e-mail subject line is the description, and the e-mail body becomes the activity notes.