Email Selected Opportunity Documents as Attachments |
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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. |