Admins can send mass emails on behalf of the assigned agent using our Batch Emailing feature. Replies to these emails will go to the agent for continued engagement.

Sending batch emails on behalf of agents is great for: 

• Allowing team admins or ISAs to send personalized communication on an agent's behalf.
• Providing marketing services to your team.
• Delegating long-term engagement tasks to certain team members so sales agents can focus on calls and in-person follow up.

Batch Emailing on Behalf of the Assigned Agent

This function is available for the owner and admin users. 

1. Go to People 

2. Filter and Select the desired contacts > Batch Email icon

3. Check the box to Include all email addresses if you want to email everyone on the contact record, such as spouses and other relationships (optional).

4. In the from the field, select Assigned Agent

5. Compose the email subject and body or use a Template > Preview 

Tip: Use Merge Fields to customize your email! 

6. Review the email and Send or Schedule 

Batch Email Report 

The Batch Email Report will display the team member who created and sent the batch email, not the assigned agent's name. The assigned agent's name will be displayed on the lead profile timeline.