Send Hotlist:

Hotlist is composed automatically, of all the available Consultants.  The Hotlist EMail is composed with all the required information, which can be modified before sending the mail.  Hotlist can be sent either 'personalized' or 'bulk' to all your Contacts (whose Send Hotlist is checked) in the current view.  Make sure you are in the Phone Book View before sending.  Hotlist can also be sent to only one Contact.  

Sending Hotlist to all your Contacts (Personalized)

  1. Click Contacts on the Folder List to open Contacts.
  2. On EMail menu, click Hotlist... to show Hotlist EMail Window.
  3. Open the dropdown list of the Styles Button and select the desired style.
  4. You can exclude one or more consultants from the Hotlist, by un-checking in the consultant list.
  5. Open the dropdown list of Send Details Button and select the desired Hotlist content.
  6. Click Send button, to queue your Hotlist into Outbox Folder.  After queuing, cBizOne starts sending Hotlist to each Contact, whose 'Send Hotlist' is checked.
  7. Click on Outbox Folder in the Folder List to see the status of the Hotlist EMail.

Sending Hotlist to all your Contacts (Bulk)
Sending 'Bulk' is significantly faster than sending 'Personalized'.  But there are some disadvantages in using 'Bulk' (see Bounce Wizard in cBizLook)

  1. Click Contacts on the Folder List to open Contacts.
  2. On EMail menu, click Hotlist... to show Hotlist EMail Window.
  3. Open the dropdown list of the Styles Button and select the desired style.
  4. You can exclude one or more consultants from the Hotlist, by un-checking in the consultant list.
  5. Open the dropdown list of Send Details Button and select the desired Hotlist content.
  6. Click Options button, to show EMail options window.
  7. In the EMail options window, check Bulk Mail and then click on OK Button.
  8. Click Send button, to queue your Hotlist into Outbox Folder.  After queuing, cBizOne starts sending Hotlist to each Contact, whose 'Send Hotlist' is checked.
  9. Click on Outbox Folder in the Folder List to see the status of the Hotlist EMail.

Sending Hotlist to one Contact

  1. Click Contacts on the Folder List to open Contacts.
  2. If the Contact is not visible, search the Contact.
  3. Select the Contact by clicking on the contact.
  4. On EMail menu, click Hotlist... to show Hotlist EMail Window.
  5. Open the dropdown list of the Styles Button and select the desired style.
  6. You can exclude one or more consultants from the Hotlist, by un-checking in the consultant list.
  7. Open the dropdown list of Send Details Button and select the desired Hotlist content.
  8. Click Options button, to show EMail options window.
  9. In the EMail options window, select Recipients in the Mail Window in Mail To options, and then click OK Button.
  10. Click Send button, to queue your Hotlist into Outbox Folder. 

Note: Styles are based on XML/XSL.  You can create new styles and/or customize existing styles to suit your needs.  Since this is beyond the scope of this tutorial, please contact our support team or visit http://www.w3schools.com