Locate Contacts for Your List
Create / Manage Lists
On left side under “Mailing Lists” right click to choose to Delete / Create New List, or send email.
To add a contact to the list simply drag and drop the contact to desired list [Note: The same contact can be in more than one list]
Select Your Content
Note: You can load any document created in Word Excel PDF Text, ETC that you have saved on your computer.
This is especially handy if you email the same documents on a regular basis. (example: Intro Letters, Capability Statements, Line Cards)
To load a document on the click Send Document in the right click menu above
- Click Add
- Browse for your file
- It will be available in the Available Documents List the next time you return to this area