How to Send Mass Email in Salesforce
If you want to target a specific group of contacts or leads, start by creating a list view that filters based on your desired criteria. This helps ensure you're sending emails to the most relevant recipients.
- Go to the Contacts or Leads tab.
- Click the Views dropdown menu and select New List View.
- Define your filtering criteria and save the list view.
- Select the contacts you'll be sending the email to.
- Click the Send List Email button.
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