Complete an Email Step

Purpose

The purpose of this article is to complete an email step within a cadence. This is for when the cadence tells you to send the prospect or customer and email.

Intended Audience

This is for any customer facing person who wants to send an email and log it to Salesforce

  1. Open Salesforce
  2. Go to the home page and open your work queue
  3. Click the email icon next to the persons name
  4. The email window should pop open and a template filled in.
  5. Make any adjustments
  6. Ensure the contact is selected under “Name”
  7. Click Send 
  8. The email should appear in the activity pane of the contact and any record you related it to

How did we do?

Complete a Phone Step

Connect Salesforce to Gmail

Contact