Sending a Communication to a Group of Contacts

You can use the Communication Wizard to send communications to a group of sales contacts, but you must first perform the following.

  1. Consider which type of communication you want to send: News, promotion, or other communication.
  2. Consider the communication method: Fax, email, or letter. If you are communicating with portal users, the steps below do not apply; continue to Sending an Email to Portal Users.
  3. Use the Sales Contact Groups form to create a group for this communication, if an existing one does not meet your needs.
  4. Ensure that these contacts have given permission to accept the communication type and method. Open the Sales Contacts form, Preferences tab to check the settings for each contact.
  5. Open the Communication Wizard form, and then see these topics for more information:
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