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How do I send an email to a group of people?

Updated Oct 12, 2026·1 min read

Using the Actions menu at the top of the grid you can create an email list or email marketing campaign, you can send a direct email to the group, or you can send a letter created in the CRM Mail Merge Templates via email. To learn more about these options, check out these articles:

How do I create an email list?

How do I create an email marketing campaign?

Print/Email Mail Merge

Send Direct Emails from the Actions Menu

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