I’m looking for a simpler way to make sure that all contacts are included on emails sent from GS. I have template emails saved into Success Plans which allows me to send emails from the CTA/Tasks. Currently, I have to open a separate tab to reference the contacts to make sure they all get added to the emails - primary in the To: line and then all other parties in the cc: line. It’s very manual and takes forever. Is there a way to create a company group which would allow me to email everyone in the group at once and ensure no one gets left off. I’ve looked through Ideas and I don’t see anything that requests a dropdown off all contacts associated with the company, a way to create group email or another way around this. It’s very frustrating.
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