How to send an email to a single contact:

Drill down into the contact screen and click on the Email button on the actions pane to compose a new email.




How to send an email to multiple contacts:

Legrand CRM also gives you the option of sending emails to multiple contacts. Note: Please read the FAQ document – How to create email templates to learn how to send personalized emails.

To send an email to multiple contacts:

  1. Navigate to the contact search screen and filter your contacts list using the search criteria options provided

  2. Click Send Personalized Emails




  3. Compose your email or choose an existing email template, then click Send.



    Note: Emails sent will be automatically stored as activity notes under all relevant contacts.