Emailing Multiple Contacts or Leads

To email multiple contacts or leads:

  1. Do one of the following
    • Open the Contacts or Leads List view.
      1. Open a group or perform a lookup to find the records you want to email.
      2. Select the records you want to email. To select more than one record, press [Ctrl] or [Shift] keys, and highlight the records.
      3. From the Task Pane, under Common Tasks, select Email.
    • On the Compose menu, click Email Contacts or Email Leads
      1. Select the records you want to email.

        To select more than one record, press [Ctrl] or [Shift] keys, and highlight the records.

      2. Click OK.
  2. If email is enabled, but you have not logged on, in the message box, click Yes to log on.
  3. (Optional) If the email message requires an attachment, click Insert, and then click one of the menu options.
  4. 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.
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