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Salesforce.com For Dummies, 5th Edition by Matt Kaufman, Liz Kao, Tom Wong

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Chapter 8

Sending E-Mail

In This Chapter

arrow Getting to know Salesforce e-mail fields

arrow Setting e-mail options

arrow Sending an e-mail

arrow Delivering mass e-mails

arrow Keeping an eye on e-mails after you send them

E-mail is a fundamental method for communicating with customers, prospects, and friends. By using e-mail correctly, you can manage more sales territory and be responsive to customers. However, by not using e-mail appropriately, you can leave a bad impression or lose a client.

If e-mail is an indispensable part of your business, you and other users can send e-mail from Salesforce and track the communication history from relevant records, such as accounts, contacts, opportunities, and cases. This capability is helpful if you inherit a major customer account because you can potentially view all the e-mail interactions from a single account record.

Sending an e-mail is a cinch, and if that were all this chapter covered, we’d have summarized it in just one section. But Salesforce provides additional ...

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