Use case: you want to send an email to a group of people based on company criteria
Step 1: Assemble list of Contacts
Use company or contact filters to get an idea of your list of contacts
Keep this information open in a seperate tab so you can refer to it while composing email
Step 2: Create email
- Open a contact record you would like to email and create email
- Ensure "From" field is your email
- IMPORTANT NOTE: To protect privacy, the To field should be your email, the remainder of contacts will be by BCC
- Enter email content and attachments as needed, including email signature
- Add Associated Companies for the contacts receiving emails:
- Click the "Associated with..." dropdown in the bottom right corner
- Search current associations
- Send email