Sending an email from the iOS Sell app

What's my plan?

With the Sell mobile app, you can send an email directly from your phone. Sending an email in Sell enables you to see how many times the recipient has viewed an email or clicked on a link embedded in your email.

This article covers the following topics

Viewing emails from the Today dashboard

Sending an email from a lead, contact, or deal page

Creating an email template

Using communication history

Viewing emails from the Today dashboard

You can see your inbox/sent box from the Today page (your dashboard).

To view your emails

At the bottom of the Today page, click Communication.

In Communication, you can view all the emails exchanged with leads or contacts in Sell. They are grouped into folders by Inbox, Sent, and Archived. You can also draft an email from any of the Sell mail folders, by clicking the Draft email icon.

Sending an email from a lead, contact, or deal page

Work where you are, you can send an email from the lead, contact, or deal page that you are currently on.

To send an email

Click Lead, Contact, or Deal, and open the one you want to send an email to.

Click the Details tab.

Click the email address of the recipient.
The Compose email window opens.

Write your email.

Click Send.

For additional options, use the icons at the bottom of the email screen:

To add an attachment, click the Paperclip icon.

To insert an email template or save this email as a template, click the Template icon.

To insert merge tags within the email, such as First Name, Last Name, or Company Name, click the Curly brackets icon.

Creating an email template

To enhance your workflow, you can create email templates.

To create an email template

Click Compose email.

Click the Template icon and compose your template.

Click Save as Template to save the current email as a template for future use.

Give the template a unique name to find it easily later.

Note: Sharing email templates is not supported on mobile devices.

Merge tags fill in information, such as "First Name", from a particular lead or contact in the email. Templates with merge tags are very helpful for emails that sent on a regular basis, or for emailing several people at once.

Click the Curly brackets icon ({ }) to insert merge tags into the email.

Using communication history

You can view your communication history with a specific lead, contact, or deal.

To view your communication history

Click Messages.

Click the Communication tab.
Emails you send or receive from a lead, contact or deal are part of the activity feed of that individual in Sell.

Below an email sent through Sell, you'll find the following:

Eye icon ( ). This shows the number of times the email has been viewed.

Link icon (). This shows the number times links in the email have been clicked, (if there are links included in the email).