Delivering content – Blackberry Classic User Manual

Page 40

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3. Open the menu and click Close Browser when you're finished previewing the content, or click the Send button to deliver the

content.

Delivering Content

Delivering content in the mobile application sends the content's encrypted URL to any recipient, such as leads, customers, partners, and
colleagues. To deliver content:

1. Open a content record, then select Preview Content from the menu.

The preview page opens in a temporary tab called Preview Content.

2. Click the Send button.

3. Click Send Email.

4. Open the menu and click Add To:.

5. Select a recipient:

Click Contact to select a Salesforce contact.

Click Lead to select a prospect you entered in Salesforce.

Click User to select a co-worker that uses Salesforce.

Click Enter a New Address to manually type the email address.

Click Look Up Address Book to select a recipient from your BlackBerry address book.

6. Optionally add carbon copy email addresses by opening the menu and selecting Add Cc: or Add Bcc:.

Your email address is automatically added to the

Cc

field when you create the content delivery.

7. Optionally personalize the subject and body of the message. Don't edit the delivery URL.

8. Open the menu and click Send.

9. Open the menu and click Close Browser to close the preview page and return to the Content tab.

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Delivering Content

Using Salesforce CRM Content in Salesforce Classic

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