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This article will cover sending bulk communication to IRE BDM leads.
1. Navigate to IRE BDM > Leads.
2. Using the Lead Status filter, use the show all drop down to select the lead status filter type you wish to bulk contact.
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3. Click Search to apply the filter.
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4. If you are unable to locate the lead status column, you can use the Column Chooser to show, hide, or re-arrange the location of the Lead Status column. Select Save View to update.
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5. To send a bulk communication to the leads that appear in the filter, use the three action dots on the top of the page.
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6. Select Contact Search Results.
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7. Select the method of communication: Email or SMS (or both). Select the template you wish to use, and click Next.
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8. The template page will appear. You can add any additional information to the body of the email/template if required.
When ready to proceed, select Merge & Review.
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9. You will see the summary before the message is sent to the nominated leads. If you are ready to proceed, select Send Messages.
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10. The selected leads will receive an Email or SMS based on the method of communication used.