At the top of the table in both the Company and Personnel tabs, you will find a feature called Show Contacts. The Show Function offers three options: * View Email – shows email addresses * View Number – shows phone numbers * View Phone and Email – shows both phone numbers and email addresses This feature
You can send a test email to review your message before sending it to your recipients. This can be done after composing your email on the Email Composer page. After composing your email, click Send a Test Email. The email will be sent to the inbox of the email synced
You can create and save your own email templates in the email composer and reuse them anytime for bulk emailing. Steps to create an email template 1. Go to the Email Composer page by clicking Send Email. You will need to select a record first before clicking on Send Email.
To export a list of selected personnel in bulk, the easiest method is to add them to a Personnel Shortlist. There are a few flows you can follow. Flow 1 (Shortlisting from personnel tab) 1. In the Discovery tab, apply all the necessary filters, including the People filter, to ensure
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