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General Email

See how to send bulk emails to all owners in a sale.

  1. Select sales.
    Sales

  2. Select all sales.
    ALL SALES

  3. Select a sale.
    CLICK IN TO A SALE

  4. Select sale reports.
    PORTAL - SALE REPORTS

  5. Select email message.
    Screenshot 2024-06-25 at 4.27.34 pm

  6. You can change the email subject, email body, reply to email, edit signature and add attachments or leave as default.
    Screenshot 2024-06-25 at 4.30.04 pm

  7. Scroll down to the send reports section and select managers, owners or location. You can select all or select individuals 
    Screenshot 2024-06-25 at 4.48.03 pm

  8. To change the email subject and body copy tick the edit message box.
    Screenshot 2024-06-25 at 4.54.31 pm

  9. To view each owners horse list select the horse list button.
    Screenshot 2024-06-25 at 4.57.57 pm

  10. Scroll to the top of the page and select preview to view the PDF report before sending.
    Screenshot 2024-06-25 at 5.02.12 pm

  11. Select send reports when ready to send.
    Screenshot 2024-06-25 at 5.04.31 pm