Sending Email

7 articles

​Send an Email to Your Customers

You can send an email to all your clients from the Address Book or you can perform an advanced search to select specific Address Book entries. You cannot send more than 1000 emails at once. Send them…

Updated 3 years ago by Celina Kwan

​Send a Mass Email

You can send mass emails from the main lists in the Address Book, Opportunities, Customer Service,and Hotlist pages. If you send the email message from the Address Book page, the message is sent to t…

Updated 3 years ago by Celina Kwan

Send an Email Message to Maximizer Entries

You can send emails to multiple Address Book entries from the main lists in the Address Book, Opportunities, Customer Service,and Hotlist pages and from the Contacts and Related Entries following pan…

Updated 3 years ago by Celina Kwan

Send an Email to a Lead

You can send an email to a lead from the Leads module. In the Leads module, click on the name or contact information of the lead to open. Click on the lead's email. The Send Email dialog box will app…

Updated 2 years ago by Celina Kwan

Email Signatures in Maximizer

Here is how to create an email signature in Maximizer. In Maximizer, click the Gear icon (upper-right corner of Maximizer):. In the Personal Preferences dialog, Click Other Preferences.. Select the E…

Updated 1 year ago by Patrick Wong

Send an Email to a Contact

Use this procedure to send an email message to a Contact from the Details tab of the following pane in the Address Book, Opportunities, or the Hotlist page. In the Opportunities page, you can send th…

Updated 2 years ago by Celina Kwan

View an Email Message from an Entry

When using Maximizer to send email messages to Address Book entries, you can save copies of the messages as documents with the associated Address Book entries, Opportunities, and Customer Service cas…

Updated 3 years ago by Celina Kwan