11-28-2019 06:39 AM
Is it possible to create a group and then email them individually with an attachment. That is then recorded in ACT along with the attachment?
What I am aiming to do is email 20 contacts, individually with an invite, that is addressed to them. There is then a record under that individual contact and the Sales Team can click on that contact,. see the invite and view the attachment.
11-29-2019 01:07 AM
have a look at this video on how to do a mail merge, it shows a letter at first and then it shows doing an email https://www.youtube.com/watch?v=jmRyNZdM5vo
this also goes through doing a mail merge https://help.act.com/hc/en-us/articles/360024241754