Using the 'Send All' Function in Sales Opportunities

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This article provides a guide on how to effectively use the 'Send All' function in BigChange's Sales Opportunities feature. This function is a significant time-saver, allowing users to issue a large number of documents with a single click.

Navigating to the 'Send All' Function

To access the 'Send All' function, follow these steps:

  • Navigate to the: [top menu] > CRM > [Side menu] Sales opportunities.

Sales opp 3.png

Using the 'Send All' Function

After selecting Sales opportunities, use the filters to display the list of documents you wish to send. Once your list is ready, select the 'Send All' button.

Sales opp 3.png

Creating or Selecting an Email Template

Upon clicking 'Send All', a new email editor popup window will open. This window allows you to either:

  1. Create a new email appropriate for the type of document you are sending.
  2. Select a pre-existing template from the drop down list that you have already created.

sales opp 4.png

Adding Attachments or Images

In the same email popup window, you can add any further attachments or images as desired. This feature allows you to customise your documents to suit your specific needs.

  1. Add an attacment document to the email.
  2. Add an image in the body of the email.

sales opp 4b.png

 

Finalising and Sending the Documents

Once you have selected your template and added any necessary attachments or images, complete the process by selecting "Send". The process outlined above is applicable wherever the 'Send All' function is available, such as in the Financial document section.

Conclusion

The 'Send All' function in BigChange's Sales Opportunities feature is a powerful tool that can save you significant time when sending out a large number of documents. By following the steps outlined in this guide, you can effectively utilise this function to streamline your document sending process.