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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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    Hi Josh, 

    If you find the Campaigns module a bit too clunky, and you're not fussed about knowing if they bounced/clicked/opened or allowing them to opt-out of communications (not really advised) - you could use Sugar's main outbound email account and send them via SugarBPM using the Process Definitions module.

    You'll need to create a trigger dropdown field and select records in Leads ListView, then mass-update them to a trigger value.
    (This assumes you're using Sugar Sell/Enterprise as SugarBPM is not in Professional).

    Otherwise, Campaigns could do the trick. Or, as Jeff mentioned, Sugar Market is a good solution.

    James - Sugabyte

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    Hi Josh, 

    If you find the Campaigns module a bit too clunky, and you're not fussed about knowing if they bounced/clicked/opened or allowing them to opt-out of communications (not really advised) - you could use Sugar's main outbound email account and send them via SugarBPM using the Process Definitions module.

    You'll need to create a trigger dropdown field and select records in Leads ListView, then mass-update them to a trigger value.
    (This assumes you're using Sugar Sell/Enterprise as SugarBPM is not in Professional).

    Otherwise, Campaigns could do the trick. Or, as Jeff mentioned, Sugar Market is a good solution.

    James - Sugabyte

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