Hi, I have a question on how to work with the Deals board in CRM. In our case, we create deals before our upcoming conference, to follow up and sell tickets to current customers in our Accounts board. With 100 deals, we’d like to be able to mass email the associated contacts. I understand that I cannot send emails directly from the Deals board based on a mirrored column, and that the e-mail address has to be in the e-mail column in the Deals board.
How can you then send mass e-mails to Deals? I guess it’s not possible for most users to manually add e-mail addresses to the deals. That would also enable a lot of double data as the e-mail address is already in the contacts board.
I’ve considered if its possible to have a mirrored column in the deals board (with the e-mail address of the relevant contact), but I dont think its possible to automate copying the data from the mirrored column over to the e-mail column in the deals board.
Any thoughts or ideas? I’m curious on how other users work with deals if there is no easier way to mass email from the deals board…