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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, expand Special Reports or Features, and enable the Allow to mass email? toggle.

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



Step-by-Step Walk-Through

 

 

Additional Requirement for Pipeline Mass Emails

To send mass emails from the pipeline, go to Settings > Platform Settings > Company Settings > E-mail Handling and set the sender to the user's or the branch's name.

For back office users, also enable the Allowed to mass email toggle on their individual user profile.