---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Compose emails

# Compose emails {#ariaid-title1}

Release version: Australia  
Updated June 9, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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 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.  
   {#opportunity-management-emails-tab__table_tpp_yt5_c1c__entry__2}

   | 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. |
   [Table 1. Opportunity Email Draft form]

   {#opportunity-management-emails-tab__table_tpp_yt5_c1c}  
   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 concepts**   

* [Configuring Opportunity Management](https://www.servicenow.com/docs/jPfUUK9UnBg8EPVmxlXzVg "Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management.")
* [Opportunity Management](https://www.servicenow.com/docs/3CKu_fWwRYC8ZxOAnU~6xw "The ServiceNow Opportunity Management application enables your sales agents and account executives to analyze customer needs and generate product recommendations for potential customers.")