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CRM

Email, call or Teams a contact from a deal

Lite and Premium

What you'll do

Use the buttons at the top of a deal to email, call or start a Teams chat with the deal's contact.

Steps

Email the contact

  1. Open the deal. Select its card on the Pipeline tab, or its title on the Today tab.
  2. Under the deal's title, select Email followed by the contact's first name, such as Email Marcus.
  3. Your mail app opens a new email to the contact, with the deal number and title as the subject. Write and send it there.

Start a Teams chat

  1. Open the deal.
  2. Select Teams chat. Teams opens a chat with the contact in a new browser tab.

Call the contact

  1. Open the deal.
  2. Select Call followed by the phone number. Your computer or phone opens its calling app with the number ready.
The top of an open deal, with the Email Marcus, Teams chat and Call buttons under the deal's title.
The top of an open deal, with the Email Marcus, Teams chat and Call buttons under the deal's title. Example data.

Tips

  • The buttons use the contact's email address and phone number. Call shows only when the contact has a phone number, and there are no buttons when the deal has no contact.
  • A contact's own record has the same buttons. Open the contact from the Contacts tab.
  • Nothing is sent from the CRM. Your own mail app, Teams or phone does the sending.
  • An email or call is not logged on its own. Select + Log activity on the deal afterward, or copy your organization's intake address on the email.