CrewDone | Emails And Communications

Emails and Communications
How to send mass emails from the Kanban view
1. Select the module you want to send an email from 2. Select all records in the Kanban view 3. Choose Send Email 4. Select a template 5. Preview and Select the email template you would like to use 6. Add a follow up action or click Send 7. Schedule ...
How to create email templates
1. Select Settings 2. Navigate to the Templates section 3. Click New Template to create an email template 4. Select the relevant module for your template 5. Click Next to customise your email template 6. Select Blank to start designing a campaign ...

CrewDone | Emails And Communications | Knowledge Base