Mailing lists and distribution rules

Purpose

Prepare the list and deal assignment without confusing distribution with sending messages.

Before you start#

• CRM pipelines and stages

Step by step#

1. 1

   Open CRM → Mailing and review the list before distributing it.

2. 2

   Use Import through the area's wizard and review fields and duplicates.

3. 3

   Open Distribution Rules to define assignees and the criteria offered by the screen.

4. 4

   Review team availability, order and distribution options before activation.

5. 5

   Use distribution actions and check results in statistics and assigned deals.

6. 6

   For bulk messages, use Email Campaign or WhatsApp Campaign; distributing a mailing list is not sending a campaign.