Often you'll encounter a group of deals within a certain stage that you'd like to send a note or quick update. Perhaps, it's a set of Deals in your stage 'Awaiting Contract' and you want to follow up on that signature.
Introducing Bulk Emailing from Deals! You can now send the primary contacts associated to these deals an email in just two clicks. Feel free to leverage templates and/or merge tags just like you were previously with Leads and Contacts.
Bulk emailing is simple, just navigate to any List of Deals and click on the checkbox icon to the top left of your list. Simply selecting the email icon allowing you to begin composing your email.
Check out this quick GIF to see how it works:
Please NOTE: This will only email the Primary Contact associated with the deal, not all associated contacts.