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How to Enable Mass Emailing at The Branch Level

In order to send out any bulk emails from your branch, it must need to be enabled first. Here are the steps to set up Bulk or Mass email.

1. Log in to your LendingWise back office.

2. Go to CRM > Branch > Branch List.

3. Click the branch you want to enable mass emailing for.

4. Open the User Permission Settings section, then Special Reports or Features, and turn on "Allow to mass email?".

5. Click "Save". The branch can now send mass emails.



Step by step walk-through below.
 

 

Mass email from the pipeline also needs Settings > Platform Settings > Company Settings > E-mail handling set to send from the user's or the branch's name. For back office users, the matching switch is "Allowed to mass email" on their profile.