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.
  1. In Salesforce, navigate to a contact or lead list view. All recipients that fit the specified filter criteria appear.
  2. Select at least one recipient.
  3. Select the Send Quick Send Message quick action.
  4. Select a business unit.
    Note
    Note Your organization determines the business units you can access, so it's possible you don't see this option.
  5. Select a message type.
    Note
    Note Your organization determines the message types you can access, so it's possible you don't see this option.
  6. Search for and select a message.
  7. Click the pencil icon.
  8. Optionally, customize the message.
    Note
    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.
  9. To send the message, click Send.
    Note
    Note If your organization uses manual approvals, you could see a Submit button to click instead. Your message sends after it’s approved.