Reply to emails directly from Pega Sales Automation to reduce context switching between Pega Sales Automation and Microsoft Outlook, and increase sales representatives productivity while performing daily tasks.
- In the User portal navigation pane, perform any of the
Choices Action Reply to emails from Pulse
- Click Contact, Lead, or Opportunity
- Click the Pulse section to see any email exchanges.
UI-Kit only: Replying to emails from the Emails screen
- Click Emails.
- Open any email, and then click either Reply or
- Enter the necessary email details, select an email template if necessary, and
then click Send.For more information about email templates, see Creating email templates.