Email Selected Opportunity Documents as Attachments

Top  Previous  Next

To Email Opportunity Document(s) as Attachments:

1.Open the Opportunity > Documents tab.

2.Multi-select documents in the Documents list.

3.Click the E-Mail Selected Documents icon.

4.The selected Documents are attached to the Email form.

5.Either click the DFE Address Book icon to select a recipient's email address from the database,

6.OR click the TO... icon to select a recipient's email address from the external email address book.