Open a group or perform a lookup to find the records you want to
email.
Select the records you want to email.
To select more than one record, press [Ctrl] or [Shift] keys, and
highlight the records.
From the
Task Pane, under Common Tasks, select
Email.
If the
Select Names window opens, select one or more
names and click the
To,
CC or
BCC button to determine
how you want the email to be sent, and then click
OK.
The Filtered out information at the bottom of the window
indicates why the records cannot be included in the email and how many records
were filtered out. The reasons is that the mails are marked as 'Do Not
Solicit', do not have a valid email or are a duplicate record.
If email is enabled, but you have not logged on, in the message
box, click
Yes to log on.
(Optional) If the email message requires an attachment, click
Insert, and then click
one of the menu options.
Send the email by doing one of the following:
Click the
Send button. The
message is not be recorded in history.
Click the
Send to CRM button.
If you attached a file and want to save the file as an attachment, click
Yes at the prompt.
The email message is recorded to history, and the file appears on the
Attachments tab.
Note: Graphic files smaller than the minimum size set by the
administrator are not be saved as separate attachments.