Send a Message from a List View
Send a single message to up to 75 individuals at once from a contact or lead list view.
Required Editions
| User Permissions Needed | |
|---|---|
| To use Quick Send: | DM Administrator License permission set and Administrator permission (mcdm_15 namespace) or DMStandard License permission set and Standard permission (mcdm_15 namespace) is required. |
- In Salesforce, navigate to a contact or lead list view. All recipients that fit the specified filter criteria appear.
- Select at least one recipient.
- Select the Send Quick Send Message quick action.
-
Select a business unit.
Note Your organization determines the business units you can access, so it's possible you don't see this option. -
Select a message type.
Note Your organization determines the message types you can access, so it's possible you don't see this option. - Search for and select a message.
- Click the pencil icon.
-
Optionally, customize the message.
Note Your organization determines the content you can customize, so it's possible you can't modify some messages. You can still send the message. -
To send the message, click Send.
Note If your organization uses manual approvals, you could see a Submit button to click instead. Your message sends after it’s approved.
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