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)
- Click Contacts on the Folder
List to open Contacts.
- On EMail menu, click Hotlist... to
show Hotlist EMail
Window.
- Open the dropdown list of the Styles Button
and select the desired style.
- You can exclude one or more consultants from the
Hotlist, by un-checking in the
consultant list.
- Open the dropdown list of Send Details Button
and select the desired Hotlist content.
- Click Send button, to queue your Hotlist
into Outbox Folder. After queuing, cBizOne starts
sending Hotlist to each Contact, whose 'Send Hotlist'
is checked.
- 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)
- Click Contacts on the Folder
List to open Contacts.
- On EMail menu, click Hotlist... to
show Hotlist EMail
Window.
- Open the dropdown list of the Styles Button
and select the desired style.
- You can exclude one or more consultants from the
Hotlist, by un-checking in the
consultant list.
- Open the dropdown list of Send Details Button
and select the desired Hotlist content.
- Click Options button, to show EMail
options window.
- In the EMail options window, check Bulk Mail
and then click on OK Button.
- Click Send button, to queue your Hotlist
into Outbox Folder. After queuing, cBizOne starts
sending Hotlist to each Contact, whose 'Send Hotlist'
is checked.
- Click on Outbox Folder in the Folder
List to see the status of the Hotlist EMail.
Sending Hotlist to one Contact
- Click Contacts on the Folder
List to open Contacts.
- If the Contact is not visible, search
the Contact.
- Select the Contact by clicking on the contact.
- On EMail menu, click Hotlist... to
show Hotlist EMail
Window.
- Open the dropdown list of the Styles Button
and select the desired style.
- You can exclude one or more consultants from the
Hotlist, by un-checking in the
consultant list.
- Open the dropdown list of Send Details Button
and select the desired Hotlist content.
- Click Options button, to show EMail
options window.
- In the EMail options window, select Recipients
in the Mail Window in Mail To options,
and then click OK Button.
- 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
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