Email campaign

Don Vetal Jr.
Don Vetal Jr. Member Posts: 2 VERIFIED MEMBER
Photogenic
edited July 2022 in Sales CRM #1

I would like to be able to send a bulk email to all participants on a selected number of deals.  How do I get all participants to show up on the people screen

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited March 2022 #2

    Create a filter view

  • Don Vetal Jr.
    Don Vetal Jr. Member Posts: 2 VERIFIED MEMBER
    Photogenic
    edited March 2022 #3

    I was able to create a new filter after adding a custom field in organization to identify the group of companies to include in the mailing.  Thanks

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