📢 Bulk Send
Send one message to multiple clients at once. Each client gets their own private thread.
1 Audience
2 Compose
3 Send
Relationship
👥 Relationship
⭐ Service Tier
💳 Billing Status
CRM
🏢 Entity Type
📋 Filing Status
🔖 Company Status
📎 Has Documents
Portal
🟢 Portal Activity
Pipeline
🔁 Pipeline Stage
🏁 Pipeline Completed
📝 Proposal Status
Merge tags:
{First Name} ·
{Last Name} ·
{Full Name} ·
{Relationship Name} ·
{Firm Name} ·
{Company Names}
— click to insert at cursor
To
—
Filters
Subject
—
Message
RECIPIENT LIST
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