Send Emails from Deals Section

Icon admin
3 min read
Updated:
 

There are two ways to send an email from the Deals section:

Via Stage View

1. To send an email from the deals section, your Deal first needs to be associated with a client.

saphyte deals

2. Click on the meatball menu and select ‘Send Email

saphyte send email deals

3. A new window will pop up where you can draft your email. (To know more about composing an email from Saphyte, click here.)

saphyte new email

4. Click the ’Content’ tab next to ‘From & Recipients’ to work on the content of your email. You have the option to add from an existing template by clicking the checkbox. Then add a subject for your email, the content body of the email.

saphyte email content

5. Once finalized, click ‘Send Email’

Via List View

  1. Go to the ‘Sales’ tab and select the ‘Deals’ tab underneath.
saphyte deals tab
2

2. Switch to ‘List View’ by clicking on the switch view icon

3.  Tick the checkbox of your selected Deal.

saphyte deals list view

4. After choosing a deal, you will see three action buttons (Campaign, Change Owner, and Send Email) located on the right side of the CRM. Select ‘Send Email’ to create a new email.

saphyte floating action buttons

5. A new page will pop-up to select a Sender and its Recipients. (To know more about composing an email, click here.)

saphyte send email deals

6. Click the ’Content’ tab next to ‘From & Recipients’ to work on the content of your email. You have the option to add from an existing template by clicking the checkbox. Then add a subject for your email, the content body of the email.

saphyte email content

7. Once finalized, click ‘Send Email’