How to Send a Mass Email

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Navigate to a list of search results, a Hotlist, or a Pipeline Select the records you wish to email using the checkboxes to the left of each name Click the Select an Action drop-down menu and select Email Selected If the email is being sent to 11 or more recipients, it will default to send as a Mass Email meaning the messages will be sent individually Click the Send Email button after your email is composed and ready to send


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