ClientSpace allows you to manage your email communications with prospective clients directly from the Organization record, where you have notes, calls, and follow-up information at your fingertips.
To add an email:
- In the Action Center, expand Activities, and click
(Add Email).
The Add Activity form opens.
- Complete the form.
| Activity Type | Defaults to Email when you select Add Email. |
| Contact | Select the contact to receive the email. |
|
Subject, Body |
The email subject and body are presented in the appropriate fields when you send the email. Combine these with the signature you can store on your user profile and for a quick way to generate emails to your prospects without ever having to leave ClientSpace. |
| Activity Result | When you determine how the email was received, you can record the activity result. For example, if you email a prospect requesting a meeting and the prospect responds with a date and time, you can record the result of the email to indicate Schedule Appointment. |
| Activity Date | When you sent the email. |
| CC Current User | Select this option to receive a copy of the email. |
| Save and Follow Up | This is a Workflow link that allows you to send your Email and a Note with an activity type of Follow-up, similar to a tickler file to help you keep the sale moving down the road towards signing the deal. See Save and Follow Up. |
| Save and Create Appointment | This is a Workflow link to save the file, send the email, and create a calendar invitation for you and your selected Contact. |
- Click Save when done.