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How do we send communication to just our team?

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Sep 12, 2023
Good question, Revi!
Community Member
Sep 16, 2023 2:28am
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Accepted Answer
Sep 12, 2023
HI Revi, thanks for reaching out.

There are two options in Hub to email a group of people:

-1. In the respective pipeline where your team members are housed click on "Send email" for a prospect that is one of your teammates, then click on the +CC and BCC button in order to add the rest of your team members in the CC field. Always make sure that the email is coming from you by selecting your email address in the "From" section.

-2. Alternatively you can email a group of people, in this case your team members, at once by selecting up to 50 prospects at a time in the pipeline by using the checkboxes next to their names in the stages/prospects list. After selecting them / checking the boxes next to their names, a green bar at the top of the screen will appear that includes "Send Email", click on it to proceed.

If things are still unclear or if you prefer me to walk you through this in person, I am happy to do so over a Zoom call. Here is my calendly:

https://calendly.com/rjn-1/30min
@Robert Thanks so much for the detailed explanation. Very useful to know!

When I initially asked the question I was actually referring to how to communicate to my team via my team Channel. At the time it was not working properly. That functionality is now working as well -- thanks for the update!
Community Member
Sep 18, 2023 10:18pm
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