Email a Client lets us whip off a quick email to a Client without making a huge Event or campaign about it.
- Set any Clients you want to be eMailed as Marked.
- Click the Actions button and choose Send eMail.
- Your default Mail application will come to the front with a new eMail message, a standard CRMHaven subject and the Client eMail addresses in the To: fields.
- Click the Send button to send this email to all Marked Clients.
Options
- To hide each eMail recipient’s email address from one another you can drag and drop the email addresses from the eMail’s To: field into the BCC: (Blind Carbon Copy) field. This way everyone still gets the eMail but cannot view all the other addresses.
- You can add an eMail Event Action later for the Marked Clients.