This feature allows users to send email from a deal to multiple contacts - clients, other contacts, team members and referrers.
In order to send an email to multiple contacts, you need to open deal. Then in Deal View select “Send Email”.
That way you will be able to email clients, other contacts, referrers and team members.
- Select Sender
- Choose Template
- Choose Recipients
- Click Send
Check this article on how to create email templates.
Once email is sent it will appear in deal notes.
Check this video to see this feature in action: