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Mass Email RRS feed

  • Question

  • Does the CRM source allow you to send a mass email to several individuals allowing the message to look as though it only went to one person? 

    Thursday, December 23, 2010 3:15 PM

Answers

  • Yes, this is quite simple to do via workflow. I wrote a post on how to do it here.
    Neil - My CRM Blog
    Thursday, December 23, 2010 10:48 PM
  • Yes, using Word Templates or CRM email templates you can craft an email and have CRM fields populate it to individualise (sp?) the content.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, December 23, 2010 10:48 PM

All replies

  • Yes, this is quite simple to do via workflow. I wrote a post on how to do it here.
    Neil - My CRM Blog
    Thursday, December 23, 2010 10:48 PM
  • Yes, using Word Templates or CRM email templates you can craft an email and have CRM fields populate it to individualise (sp?) the content.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, December 23, 2010 10:48 PM