Send mail to organization "no contact"
Hi, I need to send throug the CRM a mail to organizations that arent contacts... is that possible... how can i do it?
Hi, I need to send throug the CRM a mail to organizations that arent contacts... is that possible... how can i do it?
Comments
Hi Maria,
You can only send an email through Insightly if the person is in your contact list. Even if just their name and email, they must be a contact in order to send/schedule an email.
Here is some additional info https://support.insight.ly/hc/en-us/articles/204451024-Sending-and-scheduling-email-from-Insightly
Hi Maria,
I would question why you would want to send an email to organizations that are not contacts. If you are sending an email to them, would not want to make the contacts?
The easiest way of doing that is send them an email from your email client and bcc in your special Insightly email address that will add them as new contacts and organizations in Insightly.
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