How do I send mass emails to selected records in the Leads module?
You can send mass emails to selected leads in four different ways:
- Manual selection
- Custom view
- Advanced filter
- Criteria on the Mass Email page
Manual selection: Select records manually from the list of records in a module and then select the Send Email option. This is a bulk action which will allow you to send one email to multiple recipients.
Custom view: You can create a custom view in the Leads module based on specific criteria, such as leads from the IT industry, leads interested in buying a laptop, or marketing qualified leads.
Once the custom view is created, you can select it in the To dropdown.
Advanced filter: Advanced filters allow you to filter records using search criteria, select all the records in the results, and click Send Email to send a mass email to all the records which match the search criteria.
Criteria on the Mass Email page: Select recipients on the Mass Email page based on specific criteria, such as prequalified leads or deals that are under review, and send them mass emails.
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