Emailing groups of contacts based on existing categories/fields
It seems that I cannot make a list of clients that bought a system and send an email to all of them, or even just get a list of all of their emails. To send a template email do I really need to go through the entire list of contacts, on 47 pages and check off each person who bought a system? I don't have them all memorized!
I saw that another person was asking about emailing everyone at a pipeline stage (that would also be very useful) and part of the response was:
You are able to email a group of contacts or leads by filtering on them in the contacts or leads area. This is typically done with tags but could also be done with custom fields.
How do I tag contacts? I opened a contact and I don't see an option for this. Also, When I was looking at the list of contacts and tried to filter, I could only do so with different fields in contacts, such as street name. That is really not very useful for us. We would very unlikely have to email a group of people on the same street, but we are very likely to need to email everyone who bought a system!
Manipulating our contact list to send them emails is one of the most important thing we wanted to do on insightly. I hope that you can show me how I can do this or develop this functionality.
Thank you very much!