This document provides a step-by-step guide on how to send mail to a group of people using the Reporting page in MedicareProCRM. By following these instructions, users can efficiently communicate with multiple recipients.

To send mail to a group, please follow the steps outlined below:

Begin by accessing your Reporting page within the MedicareProCRM platform.

If you are currently viewing version 1 of the Reporting page, locate the box in the upper right corner that displays "v1." Click on this box and change it to "v2" to access the updated reporting features.

Once you are in Reporting v2, click on the purple "Actions" button. From the dropdown menu, select the option labeled "Send Mail."

From the list of available options, select "Thanks.io" to proceed with sending your mail.

A modal will appear, allowing you to select the type of mail you wish to send. Follow the prompts to complete the process.

By following these steps, you can easily send mail to a group of recipients from the Reporting page in MedicareProCRM.