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Bulk Emailing Direct from Leads, Quotations, Jobs/Orders, etc.
Bulk Emailing Direct from Leads, Quotations, Jobs/Orders, etc.

Communicate quickly and easily with multiple customers from most of the modules. Its great for letting them know about promotions, updates to orders, documentation changes, etc.

Updated over a month ago

1. In any of the main modules, click on "Bulk Action"

2. Click "Email Contact"

3. Tick the Leads, Jobs/Orders, etc. that are to be the source for the email

4. Click "Email Contact"

5. Select an email template (these can be set up in the Cog -> "Email Templates")

6. Save any alterations to the template

7. Click "Next"

8. Preview the email and click "Create & Send". They will be send over the next few minutes in batches.

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