If you have an email message that you want to send to a group of contacts with open deals (for example), you can send a bulk email to multiple contacts at one time. For example, you may have a number of deals that are in the quote stage of your sales pipeline and you want to quickly send a message to all of them at the same time.
You can do this using a working list or a smart list in the Deals page. Email messages sent by selecting deals are delivered to each deal’s primary contact.
To send bulk a email message to deal contacts
- Choose the Deals page and select the deals you want to send a message to. You can do this using the working list or a smart list in either the Stage or Table view.
- Click the Email icon.
- The Communication Center is displayed with a blank email message addressed to the primary contacts of the deals you selected. Enter your email message and then click Send Email.