TotalBrokerage now allows Managers and HR Roles to send bulk emails to people within your agent accounts.
To send a bulk email:
- Search for the accounts you want to email.
- Select the accounts you’d like to contact.
- Go to Actions → Send Email.
- Choose your email template and send your message.
Just like bulk emailing in the CRM, you can quickly reach multiple accounts at once without having to email each person individually.
Go to Setup > Accounts to begin the process.
Click Actions, then select Send Email.
- Create the email as you normally would.
- You can also select a template if you’d like to use one. NOTE: The template must be created in Marketing > Templates before you begin your search.
- You also have the option to send a test email before sending the message to your selected accounts.
- When you’re ready, click Send.
