Compose emails

task brazil Updated Sep 10, 2026 1 min read opportunity-management-emails-tab.md
Raw file servicenow.com

Create an email to communicate to your customer the product information that meets their business requirements or the product demo as required by your customer.

Before you begin

Role required: sales_agent

Procedure

  1. Navigate to List view [Omitted image "list-outline-24.svg"] Alt text:and select Opportunity - All.

  2. From the Opportunity List window, select the opportunity you want to work with and select the Emails tab.

    Note: The Meetings tab displays both meetings linked directly to the opportunity and meetings linked to the opportunity's touchpoints.

  3. Select Compose Email button from the top right corner to start a new email or select an existing email to make changes.

  4. Fill in the fields in the Email Draft form.

    Fields Descriptions
    From Email id of the sender.
    To Email id of the receiver.
    Subject Subject of your email.
    Email message Body details of your email.

    Note: You can create your own email templates and use the pre-filled email templates while creating a new email. To attach any files with your email, select Attach File.

  5. Select Send email to send the email or close the email form to save it in the Draft Emails tab.

Related topics

Configuring Opportunity Management

Opportunity Management

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