Check the boxes next to each person and bulk-create a task for all of them. As you create the task, be sure to select the appropriate queue. “Task queue” and “saved filters” are different names for the same thing. Open each contact record and create tasks one at a time. It’s important to create the […]
Personalization tokens are just placeholders that need to be manually replaced. The template is a starting point, but every email you send should be customized for the contact you’re sending it to. The point of email templates is to save you the trouble of customizing individual emails. Some emails might need additional customization, but a […]