How To Bulk Send Emails?
Imran Sheikh
Last Update 4 jaar geleden
To activate the bulk send feature and send your first bulk email set, follow the steps below:
Sign into your Copper account, and click 'Settings' from the lefthand menu.
Choose 'Email Settings' from the 'Preferences' section.
In the first white box in the page, under 'Email Preferences,' make sure 'Send and reply from Copper' is selected.
Select the record type (leads, people, companies or opportunities) you'd like to email from the lefthand menu.
Check the box to the left of the specific records you wish to email. Or you can check the box at the top of the list to select all:
Click on the 'Compose Bulk Email' icon across the top of the list, and compose your email. You can include templates and merge fields.
Review all the emails that will be bulk sent by clicking on the arrows in the top right corner of the compose box.