Mass Email Managers for a Specific Client/Department

In this Article:

Do you need to send emails to several managers within a Client/Department? We'll walk you through the process of mass emailing here!

The Mass Email:

  1. Navigate to the Managers tab of the Client/Department profile
  2. Place a check mark next to the managers you'd like to mass email
  3. Find the Choose Action for List dropdown
  4. Select a custom Email Template or Send Blank Email to write one yourself
  5. Send the email
  6. The emails will be recorded in the Activities section of each manager profile



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