ClientClick HelpCRMGroupsSending an email to everyone in a Group

Sending an email to everyone in a Group

1. From your Client Click dashboard, click on 'My Book' from the top menu bar

2. Click on the 'Groups' tab

3. From the drop down menu, select the Group you want to email

4. When you select a group, a list of the contacts in that group will appear below

5. Click on 'Send Email'

You can also use these buttons to edit the Group by removing or adding contacts or you can create a new group.

6. Add a subject line and body to your email and click 'Send' to send your email.

Click on 'Cancel' or the 'X' in the top right corner to exit without saving or sending.