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How to Schedule Email Campagins in Deals Module

  1. Login to Vryno CRM: Login to Vryno CRM using your User ID and Password.
  2. Go to Deals Module: Navigate to the “Deals” module within Vryno CRM.
  3. Select Deals for Email Campaign: Choose the Deals for which you want to schedule the email campaign. You can typically select multiple Deals at once.
  4. Click on Action and Select “Send Email”:
    • Look for an “Action” button or a similar option. Click on it.
    • From the dropdown menu, select “Send Email.”
  5. Apply Conditions: Apply any specific conditions or filters according to your needs. This might involve selecting a target audience or setting criteria for the Deals.
  6. Click on Send: Once you have applied the necessary conditions, click on the “Send” button to initiate the email campaign for the selected Deals.
  7. Access Mass Email Options: After sending individual emails, locate and click on the three dots in the top right corner of the screen.
  8. Click on Mass Email: From the menu that appears, select the option for “Mass Email.”

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