glc portal project user training - newsletter (crm) v2.0
TRANSCRIPT
Lgal.OneLegal Practice solution for Law Firm
Newsletter
Mass Mailing in Lgal.One
Send
Track Emails
Design
Send mass mailing to your leads,
opportunities or clients directly from
Lgal.One
Define email templates to reuse content or
specific design for your newsletter
Track emails sent, received, opened,
replied and answered
1. Design Mail Template
Design Mail Template
1. Design email template
Managing the RecipientsTrack Leads/OpportunitiesTrack ClientsTrack Mailing List
Creating a new Mailing List Adding emails into Mailing List
Creating a Mass Mailing Sending a Test Mailing Sending Mass Mailing
2. Sending Mass Mailing
2.1. Track Leads & Opportunities 1
2.1. Track Leads & Opportunities
2.1. Track Leads & Opportunities
2.1. Track Leads & Opportunities
2.2. Track clients
2.3.1 Track Mailing list - Creating a new Mailing List
2.3.2. Track Mailing list - adding Emails into Mailing List
2.4. Creating a Mass Mailing
2.4. Creating a Mass Mailing
2.5. Sending a Test Mailing
2.5. Sending a Test Mailing
2.4. Sending MASS Mailing
2.4. Sending MASS Mailing
Track Mass Mailing
3. Track Mass Mailings
3. Track Mass Mailings
Lgal.OneLegal Practice solution for Law Firm