How to use Bulk Email feature in Sales Accelerator

Introduction:

This is a very useful feature for Sales Team to send the same email to more than 1 record at a time. The Bulk Email feature will minimize the time to send the mails. For now, you can select at most 10 records at a time to send the same email. To use this feature you need to configure the Sales Accelerator and need to create the Sequences. In our previous two blogs blog 1 and blog 2, we have shown how to configure the Sales Accelerator and create the Sequence.

Note: The entity needs to have the same email step from the same sequence attached to all their records.

Let’s see the Bulk Email feature in brief.

Click on Sales Accelerator and then go to more options from the work item list as shown below:

Once you click on more options, you can see the Bulk Email button.

After clicking on Bulk Email, the records from the worklist will be automatically grouped according to the sequence created.

For example, the New Lead Nurturing group has 6 leads and Introduction mail is…

Source link