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Bulk Emails

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How can I send bulk emails to my contacts list?

To contact many entities all at the same time, please follow the below steps:

1. Change the layout view of the entity list by clicking the ‘List View’ icon. Your view will change from the section layout into the list layout.

deals

2. Tick the boxes of the entities you want to contact. You can also use the search filter for an easier search.

3. Click ‘Contact’ and a window will appear to manage the email recipient and content.

new email

4. Draft the content you want to send to your recipient. You can either use an email template that you have drafted from the system (refer to Custom Email Template) or start from scratch.

new email

5. Once the details are finalized, click ‘Send Email’.