How do I email a contact using the Deals CRM mobile app?

The Deals CRM mobile app is available for accounts on the following plans:

  • Plus
  • Professional 
  • Enterprise

In addition, the Deals CRM mobile app supports iOS 10 and higher.

You can send a one-to-one email to a contact from their profile page or you can send a one-to-one email to the primary contact on a deal. This functionality uses the Mail.app integration on your mobile device and does not current support third party mail apps such as Gmail for iOS. If you do not have an email account listed in your iOS settings, you will not be able to use this feature.  

In this article, we'll discuss:

Things to note:

  • This functionality uses the Mail.app integration on your mobile device and does not currently support third party mail apps such as Gmail for iOS
  • The "From" email address in the email you send will be the same email address used in your Mail.app
  • If the email account used in your Mail.app is connected to your ActiveCampaign account in Settings > Deals, your messages will be tracked. Click here for more information
  • If you do not have an email account listed in your iOS settings, you will not be able to use this feature

How to send a one-to-one email from a contact's profile screen

1. From the Contacts overview screen, tap the search field and enter the name, email, or tag of the contact you wish to email.

2. Tap the contact's name to open their profile page.

3. Tap the email icon to open the message composer.

4. Tap the subject line field and use your phone's keyboard to type the subject line.

5. Tap the email body and use your phone's keyboard to type your message.

6. Once you've finished typing your message, tap the "Send" option.

The email will be sent to your contact.

How to send a one-to-one email to the primary contact on a deal

1. From the Deals overview screen, tap the deal to open it.

3. Tap the email icon to open the message composer.

4. Tap the subject line field and use your phone's keyboard to type the subject line.

5. Tap the email body and use your phone's keyboard to type your message.

6. Once you've finished typing your message, tap the "Send" option.

The email will be sent to your contact.

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