Looking to communicate en masse with your vendors? Follow our streamlined guide to swiftly send bulk emails via the CRM. Whether you're announcing updates or sharing news, ensure your vendors are in the loop efficiently.
1) Navigate to CRM → View Vendors in the sidebar.
2) Search for vendors. Use the basic search to search for vendors by their name, company, email address, or phone number. For more specific search options, navigate to the Advanced tab. Here, you can choose from a list of detailed parameters to narrow down your vendor search:
3) After obtaining your search results, click Actions and select Send Email.
This will bring you to the email editor page, where you can compose the email. The number of vendors selected will be shown at the top of the page.
4) Use the green template button to add a template from the Marketing section. Please note that only Vendor type templates will be displayed. If needed, you can copy another template and then re-categorize it as a vendor type template.
5) After composing your email, if you wish to reuse this format in the future, tick the box labeled Save as template. This saves your current email composition as a vendor-specific template.
6) Once you've composed your email and made all necessary selections, click Send to dispatch the email to your selected vendors.