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Lgal.One Legal Practice solution for Law Firm Newsletter

Glc portal project user training - newsletter (crm) v2.0

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Page 1: Glc portal project   user training - newsletter (crm) v2.0

Lgal.OneLegal Practice solution for Law Firm

Newsletter

Page 2: Glc portal project   user training - newsletter (crm) v2.0

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

1. Design Mail Template

Design Mail Template

Page 4: Glc portal project   user training - newsletter (crm) v2.0

1.  Design email template

Page 5: Glc portal project   user training - newsletter (crm) v2.0

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

Page 6: Glc portal project   user training - newsletter (crm) v2.0

2.1.  Track Leads & Opportunities 1

Page 7: Glc portal project   user training - newsletter (crm) v2.0

2.1.  Track Leads & Opportunities

Page 8: Glc portal project   user training - newsletter (crm) v2.0

2.1.  Track Leads & Opportunities

Page 9: Glc portal project   user training - newsletter (crm) v2.0

2.1.  Track Leads & Opportunities

Page 10: Glc portal project   user training - newsletter (crm) v2.0

2.2.  Track clients

Page 11: Glc portal project   user training - newsletter (crm) v2.0

2.3.1 Track Mailing list - Creating a new Mailing List

Page 12: Glc portal project   user training - newsletter (crm) v2.0

2.3.2.  Track Mailing list - adding Emails into Mailing List

Page 13: Glc portal project   user training - newsletter (crm) v2.0

2.4.  Creating a Mass Mailing

Page 14: Glc portal project   user training - newsletter (crm) v2.0

2.4.  Creating a Mass Mailing

Page 15: Glc portal project   user training - newsletter (crm) v2.0

2.5.  Sending a Test Mailing

Page 16: Glc portal project   user training - newsletter (crm) v2.0

2.5.  Sending a Test Mailing

Page 17: Glc portal project   user training - newsletter (crm) v2.0

2.4.  Sending MASS Mailing

Page 18: Glc portal project   user training - newsletter (crm) v2.0

2.4.  Sending MASS Mailing

Page 19: Glc portal project   user training - newsletter (crm) v2.0

Track Mass Mailing

3. Track Mass Mailings

Page 20: Glc portal project   user training - newsletter (crm) v2.0

3.  Track Mass Mailings

Page 21: Glc portal project   user training - newsletter (crm) v2.0

Lgal.OneLegal Practice solution for Law Firm