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Emailing to Groups

edited Nov 22, 2019 6:05PM in CRM 2 comments

Whenever a sales order is created, we have someone designated to do certain tasks, including sending out emails with attachments, and sales order info, etc. We need this tied to the sales order. (which is one reason why I cannot use alerts).
We have a set group of people who need to receive this info.
Currently, we do this by going to the sales order, click on email, and then add the set of people to the "copy others" list. But it's very time consuming to add every individual person's name every single time.
I tried creating a Group for all these people, and then selected the group to be copied, but that doesn't work as they have individual email addresses, there's not 1 email address (alias) that sends to all.

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