If you want to send an email to a group of Prospects (as an example) you would do the following:

First, make sure that you have already created a Template, if you haven't done that already, you can check out this article on how to create templates.  This will walk you through it all


Go to your CLIENT TAB / Select Prospects and click search (see image below)

On the top Left hand side of your search results (on top of the first person listed) there should be a an option to EXPORT or SEND MESSAGE.

This is where you can go ahead and send your template you have created (or you can create a simple email, but if you are adding images or a lot of wording, we recommend creating the template under Templates).  Here is an image to show you how to choose your lists!  Remember, you can send emails from:

Contacts page

Contacts profile




So many ways to send an email!  Makes staying connected much easier :)