E-Mail

Title   
 
 
E-Mail   
General
The "E-Mail" widget allows you to send an e-mail directly from an opportunity or a lead to the contact, based on a centrally stored e-mail template. Available since version 21.
How to create an e-mail template can be found under Settings - E-Mail Templates (Opportunities & Leads).
Panel: E-Mail Recipient
Multiple selection is possible.
Conditions
The following recipients are displayed if an e-mail address is maintained:
 
Main contact of the opportunity/lead — preselected if available 
The own employee 
If an e-mail address is stored for the customer, the grid contains an additional entry "From Master data (...)" 
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Marks the entry as recipient of the e-mail 
 
  
 
 
Table
     
Column definition
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Checkbox 
Forced 
 
 
  
 
Title 
Landscape 
 
 
  
 
Last name 
Always 
Ascending 
Yes 
  
 
First name 
Always 
 
Yes 
  
 
E-mail 
Always 
 
Yes 
   
Panel: Template
Dropdown selection of the e-mail templates enabled for this opportunity/lead. Selecting a template automatically fills in subject, text and attachments.
Panel: Subject
Pre-filled from the selected template, freely editable.
Panel: Text
Formatting bar (WYSIWYG editor): Bold, Italic, Underlined, numbered list, bullet list, decrease/increase indent as well as an icon to insert hyperlinks. Pre-filled from the selected template, freely editable.
Panel: Attachments
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Marks/removes the attachment for sending 
 
  
 
 
Table
     
Column definition
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Checkbox 
Forced 
 
 
  
 
Type 
Always 
 
Yes 
"Template": attachment pre-filled from the selected e-mail template in the backend. Additional documents can be added via "+".  
 
File name 
Always 
Ascending 
Yes 
   
Action buttons
 
 
 
Name 
Function 
Visibility   
 
 
Send 
Sends the e-mail with subject, text and the marked attachments to the contact. An activity is automatically created in the process. 
   
 
Release 
From version 21 
 
New widget "E-Mail" for opportunities and leads: sending e-mails based on centrally stored templates including pre-filled and additional attachments.