1.7. How to Send Email?

In campaign management module, TDS CRM allows you to send email to the leads and contacts involved in the campaign. To send Email, follow the given steps:

  • Go to Marketing > Campaigns.
  • Select the campaign and click it to open its detailed view.
  • Select the contacts to which you want to send email.
  • To send the email to contacts, find the Send Email button in the Contacts section.
  • To send the email to leads, find the Send Email button in the Leads section.
  • In either case, press the Send Email button. It will direct you to the Compose E-mail window.
  • Enter the subject and message. Add attachments if needed and press the Send button.