Outlook CRM Background

Send Bulk Emails

Need to send a message to several contacts at once quickly? Here is how.

Applies to

 
You can send bulk email to contacts, companies and deals.

  1. Click Contacts, Deals or Company on the eWay-CRM ribbon.
  2. Deals, Companies and Contacts Icons

     

  3. Find required deals, contacts or companies by filtering and/or grouping records. Learn more in User views.
  4.  

  5. Select items – when you press SHIFT on your keyboard, you can select the group of items, when you press and hold CTRL, you can select a different items by clicking. Right-click on selected items and select Send an Email.
  6. Send an Email

     

  7. The new Email window will open and the To field will be automatically pre-filled with the email addresses of all selected contacts.
  8.  

  9. If you do not want to show all email addresses to individual contacts:

Click the Cc field, right under the To field in the Email window.

Send Email as Copy

 
In the opened dialog box, move all email addresses from To to Bcc.

Set Receivers as Hidden

 
Click OK.

Note
This method has limitations in filtering (it is based only on contacts, not their relations), in tracking of reactions and in individual responding, in this case, it is better to use Professional email or Word Mail Merge.

Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table