With the bulk email feature, you can select multiple users through list views and send bulk emails that are personalized.
To send bulk emails,
- Go to the Leads/Contacts/Deals tab
- Long press a record to bring up the bulk actions tray.
- Select the list of records by tapping the records individually. To select all records in the view, tap Select All.
- Tap the Emailicon. This opens the compose window
- Compose your email in the window by typing it out or by selecting a template by clicking the dropdown.
Additionally, you can also:
- Tap the ‘Track’ checkbox to enable email tracking, link conversations to leads and add an unsubscribe link.
- Add file attachments from your device
- Schedule emails to send them at the desired time.
- Click the send icon. This will send the email to all selected records.