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Introduction to List Actions

You can send out a mail shot or schedule several calls in a single action by using the Action buttons, which appear on the right-hand side of Search lists, Saved Searches, and the My CRM | Contacts list.

This section explains how to use these actions.

More advanced ways of carrying out multi-recipient actions on lists are available using the Groups and Campaign Management functionality. Please refer to Campaign Management and Groups for more information.

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See Also:

Start Mail Merge

New Task

Send E-mail

Export To File