Email Mailing List Add

Creating a new mailing list.

 CRM Module> Activity> Email Mailing List

Click Add

Add

theMailingandaDescriptionand

List Name
Description	click

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Add

Save

Click Save a new a window will open
Here you can start adding your contact for the mail.

Click Add

1. Use the filters to limit your search results
2. Click Search - The contacts grid will populate with Contacts
3. Either double click on the contact you want to add to the Selected column or use the Arrows to move these contacts over.
4. Click Close when you are happy with your list

Debtor
Contact Type
Category
Contacts

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When

you click Close, you will see your mailing list that you created in the list 

From here you can double click to open the list to make any changes needed.

Save	Click Save to save any changes made
Add	Click Add to add a contact that may have been missed
Bulk Add	Click Bulk Add to add a bulk amount of Contact to the mailing list (Maybe from a different Contact Type or Category.)
Remove	Highlight the line you want to remove by clicking on the line and clicking Remove.
Remove All	Click Remove All if you want to delete all contacts in the mailing list
Export to Mail Chimp	Click Export to Mail chimp to create this mail list in Mail Chimp.

 

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Bulk Add

You can add an Email mailing list in bulk by the categories below

List Type
Division
Currency
Account Manager
Acc Terms
Billing Group
Item
Item Inv Date From
Sales Rep
Region
Status
Pricing Level
Debit Order
Category
Item Inv Date To