glc portal project user training - newsletter (crm) v2.0
TRANSCRIPT
![Page 1: Glc portal project user training - newsletter (crm) v2.0](https://reader034.vdocuments.net/reader034/viewer/2022042723/588120091a28abb9388b6b89/html5/thumbnails/1.jpg)
Lgal.OneLegal Practice solution for Law Firm
Newsletter
![Page 2: Glc portal project user training - newsletter (crm) v2.0](https://reader034.vdocuments.net/reader034/viewer/2022042723/588120091a28abb9388b6b89/html5/thumbnails/2.jpg)
Mass Mailing in Lgal.One
Send
Track Emails
Design
Send mass mailing to your leads,
opportunities or clients directly from
Lgal.One
Define email templates to reuse content or
specific design for your newsletter
Track emails sent, received, opened,
replied and answered
![Page 3: Glc portal project user training - newsletter (crm) v2.0](https://reader034.vdocuments.net/reader034/viewer/2022042723/588120091a28abb9388b6b89/html5/thumbnails/3.jpg)
1. Design Mail Template
Design Mail Template
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1. Design email template
![Page 5: Glc portal project user training - newsletter (crm) v2.0](https://reader034.vdocuments.net/reader034/viewer/2022042723/588120091a28abb9388b6b89/html5/thumbnails/5.jpg)
Managing the RecipientsTrack Leads/OpportunitiesTrack ClientsTrack Mailing List
Creating a new Mailing List Adding emails into Mailing List
Creating a Mass Mailing Sending a Test Mailing Sending Mass Mailing
2. Sending Mass Mailing
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2.1. Track Leads & Opportunities 1
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2.1. Track Leads & Opportunities
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2.1. Track Leads & Opportunities
![Page 9: Glc portal project user training - newsletter (crm) v2.0](https://reader034.vdocuments.net/reader034/viewer/2022042723/588120091a28abb9388b6b89/html5/thumbnails/9.jpg)
2.1. Track Leads & Opportunities
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2.2. Track clients
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2.3.1 Track Mailing list - Creating a new Mailing List
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2.3.2. Track Mailing list - adding Emails into Mailing List
![Page 13: Glc portal project user training - newsletter (crm) v2.0](https://reader034.vdocuments.net/reader034/viewer/2022042723/588120091a28abb9388b6b89/html5/thumbnails/13.jpg)
2.4. Creating a Mass Mailing
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2.4. Creating a Mass Mailing
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2.5. Sending a Test Mailing
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2.5. Sending a Test Mailing
![Page 17: Glc portal project user training - newsletter (crm) v2.0](https://reader034.vdocuments.net/reader034/viewer/2022042723/588120091a28abb9388b6b89/html5/thumbnails/17.jpg)
2.4. Sending MASS Mailing
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2.4. Sending MASS Mailing
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Track Mass Mailing
3. Track Mass Mailings
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3. Track Mass Mailings
![Page 21: Glc portal project user training - newsletter (crm) v2.0](https://reader034.vdocuments.net/reader034/viewer/2022042723/588120091a28abb9388b6b89/html5/thumbnails/21.jpg)
Lgal.OneLegal Practice solution for Law Firm