Email Messaging from a Data Policy

Email messages can be sent from records in any prospect, account, contact, opportunity or Custom Object that contains a valid email address.

When sending email messages to a Contact, a copy of the email message is tracked with the Accounts page, as well as the Contacts page.

Email messages sent from the platform are included in the activity reports. Email messages can be accessed from many areas in the platform.

Use Template Variables to customize email messages.

To Send an Email Message from a Data Policy, see: Add Actions to a Data Policy.

Tip

If you receive an email message regarding a task and are not logged in to the platform, click the View Details link in the email message. A web browser will open to the Login page. Login to the platform and then view the Task details page for this new email-associated task.