Can I email all contacts related to an Account?
To email all contacts related to an account, follow these steps:
1. Create a List View based on a criteria that filters out the records that need to be mailed. You need to create this view for the Contacts.
2. Use the Mass Email feature to send bulk emails to all contacts in that List View. Please note that you cannot send emails from the Accounts tab.
Related Links
Related Articles
What are Related Lists?
The Related Lists are records that are associated to the parent record. For example, an Account has Contacts, Deals, Notes, Open Activities and more associated to it. These associated records are the Related Lists.
How to customize Related Lists?
Related Lists are the records associated to the parent record. For example, an Account has Contacts, Potentials, Notes, Open Activities and more associated to it. Customizing the related list view allows you to re-order or modify the columns in the ...
Manage contacts
You can import contacts from various sources such as excel sheets, CSV files and Google spreadsheets and manage them by maintaining the contacts under mailing lists. You can view the contact history to check the number of sent campaigns for a ...
Manage Contacts
Contacts are individuals who represent a company with which you have a business relationship. Often contacts are related to a company, but certain organizations may serve individual customers as well. In that case, the contact will not be part of a ...
Use cases related to Zoho CRM sync
To stay compliant with GDPR, you need to keep certain key points in mind while you sync your Zoho CRM contacts/leads with Zoho Campaigns. In both the applications, the purpose and the lawful basis of processing data might be different. Before you ...