Send bulk email to customers

2 Nov 2018
Perrit Support
171
0
< Back

You can send the same message to multiple recipients using email templates. This is known as direct or bulk emailing. You can also use mail merge with Office Word and Word templates to create the message.

  1. Go to your work area. (How do I get there?)
  2. Choose the record type you want. For example, choose Contacts.
  3. In the list of records, select the contacts you want to send email to.
  4. In the web app: Click the More Commands button Ellipsis button, and then click Send Direct Email.

  1. In the Send Direct Email dialog box, select the template you want to use.

  2. Click Send.