How do I send emails to my Deals in bulk?

Many times you will have a group of Deals all in a certain stage that you want to reach out to with a quick update. Maybe it's a list of Deals that are in your stage awaiting contract and you want to follow up on that signature. 

You can now send the primary contacts that are attached to these deals an email using merge tags just like you were able to with a contact list.

Doing this is easy, just create your deal Smart List and click on the checkbox icon on the top left of your list. Then click on the email icon and compose your email :)

Check out this quick example of how this works:


NOTE: This will only email the Primary Contact associated with the deal, not all associated contacts.