Creating and Send Bulk Mail CRM (Debtors)

CRM > Activity > Email Mailing List 

 

 Click on the template that you would like to send out 

 Click " Send Mail " 

 

 

 The below screen will open. 

 

 Choose a Letter Template from the drop-down menu to determine the content of your outgoing message. 

 Select a Mailing List using the "List Selection" drop-down to specify your email recipients. 

 Manage Attachments by double-clicking an item to move it between the "Available Attachments" and "Selected Attachments" sections. Double-click again to remove it if needed. 

 

 

 

 

 

 Attachment 

 Here you can upload any attachment you would like to send out with your email 

 

 

 Letter Template 

 Select your email template from the drop-down menu 

 

 

 View Letter 

 Click to view the Template you have selected 

 

 

 Subject 

 The Subject line should auto populate with the description from when you created the template 

 

 

 List Selection 

 Select the list of contact you wish to send the letter too.  

 

 

 

 Other Lists 

 

 By clicking Other Lists, you can add multiple contact lists to send the mail out too.  

 

 

 Activate BCC 

 

 

 

 Available Attachments 

 These are the attachments that have already been uploaded and available for selection. 

 

 

 Selected Attachments 

 These are the attachments that have already been selected to be sent out with the email. 

 

 

 Save  

 By Clicking Save you will save all the setting you have created and selected 

 

 

 Process 

 By clicking Process your letter will be emailed out 

 

 

 

 

 To add an attachment: 

 

 Click " Attachment " and the below screen will open  

 Click " Upload " or drag and drop your attachment in the " Drag & Drop " box