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Sending Email to Multiple Leads at Once

Josh Harris

Hey All, 

Is there functionality built into SugarCRM that allows for an email template to be sent to multiple leads at once? 

I know we can use the checkbox next to the lead to select multiple leads at once to email as shown below: 

the problem there is it will list out every email in the "to" address bar when sent. 


I would like to be able to send a templated email to say 15 leads at once, without listing out every contact the email was sent to, to each customer. 

Any insight or suggestions for this would be appreciated. 

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    Hey Jeff, 

    Thanks so much for your reply. 

    While the Campaign feature I'm sure would capture the most of the functionality we are looking for, I don't feel it is the right fit.

    This would not be used for lead generation or marketing, more so as a specific follow up that might apply to 10-15 clients, daily. So the automatic scheduling and target list features of Campaigns may not work here. 

    I would more so be looking to a way I could just manually select 10-15 leads, select a follow up template and send that email when needed. 

    Perhaps this functionality does not exist. 

    As always, trying to find ways to minimize manual data entry where possible :) 

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    Hey Jeff, 

    Thanks so much for your reply. 

    While the Campaign feature I'm sure would capture the most of the functionality we are looking for, I don't feel it is the right fit.

    This would not be used for lead generation or marketing, more so as a specific follow up that might apply to 10-15 clients, daily. So the automatic scheduling and target list features of Campaigns may not work here. 

    I would more so be looking to a way I could just manually select 10-15 leads, select a follow up template and send that email when needed. 

    Perhaps this functionality does not exist. 

    As always, trying to find ways to minimize manual data entry where possible :) 

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