You can send emails to your contacts without leaving FreeAgent CRM with a single click. You just need to pair your email and you will be ready to send.
Send Bulk Emails
To send multiple emails at once, make sure you have already paired your email with FreeAgent CRM. To learn how to pair your email account, please visit the tutorial that corresponds to your email provider:
Once you have paired your email address go to the Contacts tab.
Click on 'List view', then click on the checkbox (1) next to the names of all the Contacts you want to email. This will enable the options at the top, there click the 'Email' button (2). Note, you can only select 25 contacts at a time when sending bulk emails.
This will display the email editor. At the top (1), you will see the total of selected Contacts. Here is where you add the subject of your email (2) and the body (3). The editor allows you to fully customize the body of your email, upload images, and add attachments. If you already created an email signature, it will be included in the body of the email.
To display the email addresses of the selected Contacts, click on the Contact counter next to 'Individually Send To' section.
On the right side, there is the preview. This will give you an idea of how your Email will look once it is sent. Note, the preview will show for the first contact in the list, but the emails could be different depending on the email template.
You can use an email template by clicking the 'Select a Template' button.
Search your existing templates for the one you would like to use and click on its name.
The email will be populated with the details of the email template. You can make some changes if you want to. Once you are ready click the 'Send' button.
The email will be sent to your Contact. You can see the details in your Contact's activity section.
To learn how to create Email templates, Email Signatures or send a single Email, please visit the following tutorials: