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How to Email Multiple Investors
How to Email Multiple Investors

Sending one email to multiple investors at once.

Brooke Zimmer avatar
Written by Brooke Zimmer
Updated over 5 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."

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