Reply To: Email or Export Contact Groups

Home Forums CRM Email or Export Contact Groups Reply To: Email or Export Contact Groups

#19239
rafin
Participant

Hello Michel,

Contact Groups allow you to send emails, SMS, or schedule calls and meetings with multiple people together who fall under the same category.

For example, you want to schedule a meeting with all business partners with whom you have partnered in the past 6 months. Or you want to send a system update email to all your customers of your every product who have been using the product for the past 1 year.

You can bulk email the Contact Groups through our “Email Campaign” Add-on.

Here’s the documentation of “Email Campaign” add-on:
https://wperp.com/docs/crm-add-ons/email-campaign/

Regarding exporting Contact Groups, you can only export Contacts/Companies/Employee through this:
wp-admin -> ERP Settings -> Tools -> Export.

Here’s the screenshot: https://prnt.sc/k6kyu0

Hope this will help you out.

Thank you.

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