Need to send emails to managers within your Clients/Departments? Whether you're emailing managers from a single Client/Department or across multiple accounts, we'll walk you through the process here.
Emailing Managers from a Single Client/Department
To send a mass email to managers within one specific Client/Department:
Navigate to the Managers tab of the Client/Department profile
Place a check mark next to the managers you'd like to email
Find the Choose Action for List dropdown
Select a custom Email Template or Send Blank Email to write one yourself
Send the email
The emails will be recorded in the Activities section of each manager profile.
Emailing Managers Across Multiple Clients/Departments
To send a mass email to managers from any Client/Department across your system:
Click to expand the Managers menu in the left-hand navigation
Select Power Search
Enter your Power Search criteria to find the managers you want to email
Once you've obtained your desired results:
Check mark the managers you want to email
Click the Choose Action for List dropdown
Select Send Blank Email or select a custom Email Template
Send the email
These emails will be logged as Activities in each manager profile.