Authorized roles: Advisor, BDC Agent, F&I Director, Director and BDC Director.


Steps to follow:

1 - Go to "All my clients" module.

2 - Apply desired filters. (Ex.: Only not sold and active customers with a certain wanted model)

3 - Select customers to mass mail. It is recommended to send a maximum of 50 e-mails at a time.

4 - Click on the "Bulk action" button.

5 - Click on "Mailing".

6 - In the message creation window, you can chose either "Customize" or "Template" mode in the upper right hand corner. 

7 - Type in the e-mail subject, attach a file if needed, confirm the amount of recipients and write the message.

8 - Send the e-mail.