Views:

What

Spec Sends can be done in bulk from any Contact view.

Spec Sends can be sent to Candidate or Client contacts.

 
 

Where

Click Contacts > Choose a View or locate the Contacts > Click @ Email > Choose To client contact or About candidate.

 
 

How

Click Contacts > Choose a View or locate the Contacts > Click @ Email > Choose To client contact or About candidate:
 

 
 

The Email editor pop-up window will open. In this example @ About candidate was selected.

Complete the fields as required by your organisation.

You can send this to one or multiple contacts.

In order to mark as a Spec Send, make sure to click the Spec Send? button before clicking Send Email

IMPORTANT NOTE: Ensure that the email window is set to Multiple Emails if spec'ing to multiple Client contacts, if you need each of them to receive their own individual email, otherwise the system will email a Candidate spec to multiple Client contacts - i.e. different unrelated Clients - in the one single email.