This activity is used to create e-mails from a business activity or a business opportunity. Click the mail icon on the Business Activity or Business Opportunity page to open a new e-mail in Outlook. A mail will be created with the activity or the opportunity description as the subject and the e-mail address of the contacts as the recipient address. To create an e-mail for one of the contacts, click the mail icon next to the e-mail address of the contact. Write some text in your e-mail and click Send. To create a business mail and connect the mail to the activity or opportunity, use Send and Save in the Outlook Add-In (CRM-Panel).
A business activity or a business opportunity must have been entered and saved.
If the CRM-panel is used to send the mail, a business mail will be created and connected to the business activity or the business opportunity.