Send a Broadcast Email Message to Multiple People
From the Contact Info Center or Lead Info Center, you can send an email message to multiple people.
Prerequisite: To use this feature, you must first enter email addresses in the Email field on the General tab of each Info Center record that you want to include.
To send a broadcast email message, complete the following steps:
- From the Ajera CRM Navigation menu, click Info Center and select the Lead or Contact Info Center.
- On the General tab, open a record.
-
Click
Email and select one of the following options:
Option Description Email Current Contact/Lead Select this option to send the broadcast email message to the current contact or lead.
Email Active Group Select this option to send the email message to all contacts/leads currently active in the Contact or Lead Info Center.
Select Contacts/Leads to Email Select this option to open the Lookup. Select the contacts or leads to receive the broadcast email message.
- In response to the message that asks you to confirm, click Yes.
- Complete the fields on the Activity dialog box and click OK.
- Complete the fields on the Send Email dialog box and click Send.