Stay-in-Touch

What do we do to obtain our client's latest contact information? We simply ask them to send us the latest details after a certain period; usually, we e-mail them to get this information. It's a tedious task to write an individual e-mail to every client/contact. Salesforce provides a better way to ask your clients to stay in touch with you. You can simply use a single e-mail format, and with a click of a button, you can directly send an e-mail to your contact and get the latest information. This functionality of Salesforce is known as Stay-in-Touch.

Stay-in-Touch settings

To make use of this functionality, follow these steps:

  1. Navigate to Your Name | My Settings | Email | My Stay-in-Touch Settings.
  2. It will open a window where you can create ...

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