Bulk Email reminders to multiple people

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6 - Interface Innovator
6 - Interface Innovator

I want to setup a base for the sole purpose of sending reminders to clients. I would link to my CRM of contacts.

  1. There would be say 50 different potential reminders
  2. I would want to assign the reminders to multiple people from different client firms
  3. On the reminder date I would like an email message to automatically send an email to each person assigned to the reminder

I want to make sure I set this up the most efficient way and can I have automated emails go to all the assigned contacts without anyone seeing the others it was also emailed to.

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