In This Chapter
Getting to know Salesforce e-mail fields
Setting e-mail options
Sending an e-mail
Delivering mass e-mails
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 ...