All Collections
Mail
How to create a smart mail group
How to create a smart mail group
Yujia Zheng avatar
Written by Yujia Zheng
Updated over a week ago

Video tutorial HERE.

Smart mail groups summarize the activity of multiple smart mail. In other words, for a group of smart mails, how many conversations, pending deals, and sold deals they have generated.

Here's a guide for how to create a smart mail group:

1. Select Mail, then in the left-hand banner, select Smart Mail Groups.

2. In the top-right corner of the Smart Mail Groups page, select New Smart Mail Group.

3. Enter the desired smart mail group name, then select CREATE & ADD.

NOTE: Smart mail groups are designed solely for checking activities. They are NOT for sending smart mail. If you would like to send multiple smart mails with a similar template, check out HERE to learn how to duplicate smart mails.

Did this answer your question?