Send Emails from Deals Section
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.
2. Click on the meatball menu and select ‘Send Email‘
3. A new window will pop up where you can draft your email. (To know more about composing an email from Saphyte, click here.)
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.
5. Once finalized, click ‘Send Email’
Via List View
- Go to the ‘Sales’ tab and select the ‘Deals’ tab underneath.
2. Switch to ‘List View’ by clicking on the switch view icon
3. Tick the checkbox of your selected Deal.
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.
5. A new page will pop-up to select a Sender and its Recipients. (To know more about composing an email, click here.)
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.
7. Once finalized, click ‘Send Email’