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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 ,

    I think the best solution available out of the box to meet your needs would be to leverage SugarBPM. You would create a field on the Leads module (e.g. checkbox for 'follow up needed' or a dropdown if there are multiple types of follow up templates) and allow users to mass update that field value. The BPM definition would trigger on that field updating and send an email to each lead individually with the template you have specified.

    One potential detractor with this solution is that the 'from' address on the email would be the email address you have configured under your Admin > Email Settings rather than the individual who initiates the process to send the follow up. 

    If you think a tailored solution would best meet your exact requirements, my company, Upsert, offers development and consultation services where we can deliver the functionality you desire. 

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

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  • 0

    Hi ,

    I think the best solution available out of the box to meet your needs would be to leverage SugarBPM. You would create a field on the Leads module (e.g. checkbox for 'follow up needed' or a dropdown if there are multiple types of follow up templates) and allow users to mass update that field value. The BPM definition would trigger on that field updating and send an email to each lead individually with the template you have specified.

    One potential detractor with this solution is that the 'from' address on the email would be the email address you have configured under your Admin > Email Settings rather than the individual who initiates the process to send the follow up. 

    If you think a tailored solution would best meet your exact requirements, my company, Upsert, offers development and consultation services where we can deliver the functionality you desire. 

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

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