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Send emails

This example shows you how to send an email blast to all contacts on a Saved Search list. In this example, the user has already created a Saved Search called Boston Contacts. For more information on Saved Searches, see Creating a saved search.

  1. Right-click or hover over Find and click Person.
  2. Select a saved search from Saved Search. A list of people matching the saved search criteria is displayed. A new set of action buttons is displayed.
  3. Click New Emailon the right-hand side of the screen. The Send Mass Email page is displayed. For information about the fields on this page, see Sending emails to groups.
  4. New | Email on the left -hand side of the page merges a single contact’s details with an email. The New Email action button on the right-hand side of the screen sends an email to each contact in the current list.
  5. Complete the information for the email blast, and click Send Email. The emails are sent and a link to the communication record is stored against each person on the list. The email can also be retrieved from the communication record on the contact.

See Also:

Sending mass emails

Sending emails to groups

Start mail merge

New task

Introduction to list actions

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