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.