Navigate to the CRM.
Expand the search filters by clicking "Search Criteria".
Filter to find the contacts you want to email, such as potential sales from the last month.
Ensure you have the emails for the selected contacts by toggling on the "has email" filter.
Close the search criteria by hitting the "search Criteria" toggle.
Click on the email icon.
From here, you can select the email template you would like to use, add attachments, edit the template, and much more. Once you are ready to send, click "send".
