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Send an email to all contacts in a Business

Updated

 

The Goal: Send a single email to all (or selected) related contacts of a business/office directly from that business contact record.

Before You Begin:

  • You need permission to send communications.
  • Have the business/office contact record open, with at least one related individual contact attached to it.

Microlearning Overview

Step-by-Step Instructions

If you need to send an email to all (or some) related contacts of a business/office, you can do this by using the Individuals tab of that business contact record.

  1. Open the business/office contact record.
  2. Click the Individuals tab.

  3. Make your communication selection:

    • Click the top box to select ALL related contacts of this business.
    • OR select the individual boxes of the desired contacts.

  4. Once you have selected one or more contacts, the bar at the bottom of the page will turn blue and you will see how many contacts are selected, as well as a Send Email link in the middle. When you have finalized your selections, click the Send Email link in the blue bar and create and send the email.
  5. When the email is complete/ready, click the Send button to deliver the email.

Common Pitfalls

  • No contacts selected: The blue action bar with the Send Email link only appears after you check at least one contact. If you do not see it, confirm you have selected one or more individuals on the Individuals tab.

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