The bulk email tool is useful for sending emails to multiple people in the Room.
To bulk email, follow these steps:
1. Go to the Left menu. Under Manage, select either Sell side or Buy side.
⚠️Good to know: The wording on the internal and external tabs for managing Teams/people under the Left menu changes based on the Room’s transaction type. Learn more here.
2. Go to the Actions menu, and Email people.
3. Select the Importance of the email.
4. Enter a Subject.
5. Type your Message.
- Leaving the Sender details checked will show the details of the sender at bottom of the email.
6. Select the Recipients for the email.
💡Tip: We recommend that the sender sends a copy of the email to themselves by ticking their email address in the Recipients list when sending out an email from the Room.
- Additional recipients is there in case you would like to send this email to other recipients not listed in the room.
⚠️Good to know: The recipients of this email will NOT be able to see each other's email addresses, so it is safe to send it to the users from different Teams.
7. Press Send.