Skip to main content

How to Email Multiple Investors

Sending one email to multiple investors at once.

Kevin Siskar avatar
Written by Kevin Siskar
Updated over 12 months ago

When sending multiple emails at a time, it's easier and faster to do it all at once. Mail merging is a great tool to save time and send emails efficiently.


Navigate to the Investor CRM. Multi-select investors by clicking the checkboxes to the left of the investor CRM list.


Assign your deal to the list of investors selected.


Click "Send Mail."

Did this answer your question?