- Email Mailing Lists
Introduction
Training
Desktop Environment
Activities
Cases
Email
Forecasts & Quotas
Importing Data
Leads
Marketing
Opportunities
People & Organisations
Reporting
Transaction Documents
Workbooks Glossary
Workbooks Mobile Client
Outlook Connector
Preferences
Auditing
Configuration
Releases & Roadmap
Administrator Service
Support
Tip:
Make sure that your Mailing List only includes recipients with a valid email address, otherwise when you try to send your email it will fail.
Workbooks enables you to identify People and/or Leads on your database and group them together in a Mailing List so they can all be sent the same email en masse.
Mailing Lists can be created manually but more commonly they're created from a Report that targets a particular group of People/Leads with a shared attribute (or attributes) or are created from the membership of a Marketing Campaign.
Clicking on Start > Marketing > Mailing Lists displays the Mailing Lists Landing Page where you can view existing Mailing Lists.
To open a Mailing List hover over it until it's underlined and click on it.