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Knowledge Base Article

How to create an Email template and send email to multiple leads?

In this section user can create an email template, which is used to send bulk emails to the leads and clients. To create email template and send it to multiple leads, follow the below given steps.

For an instructional demonstration video click here.

1. Go to Full Menu > CRM > Email Template
2. On add email template screen, enter template name and subject.
3. Select category and status.
4. Enter the email body text in content.
5. You can also add fields, just open the user guide and double click the fields that you want to add in email template.
6. Click on save to create the email template.

To send mail to different leads

1. Go to full menu and click on leads.
2. On the leads listing screen, select the leads and click on Send email icon.
3. On pop up screen, select the email template and click on send to shoot the email to selected leads.