Find Names

Find recipients from your existing clients, prospects, or contacts in this dialog.

  1. Enter identifiers in any of the following boxes: Full name, First name, Last name, Client Membership, Title/Occupation, City, and/or State/Province.

  2. Click . All matching clients, prospects, and contacts appear in the results box.

  3. Click the name of the person you want to send the e-mail to and in the Add recipient to: area, click , , or . You can only add one person/e-mail at a time.

  4. When you are finished adding recipients, click . You return to the New E-mail box.