Step 2 - Contacts

Step 2 of sending a message is to determine your recipient list. On your first message, you have 5 options for choosing your recipients:

Click any of the following buttons for the detailed instructions.

1. 
   • Select message recipients from your company Address Book or the public SCAN 247 Directory
2. 
   • Import companies and contacts from a spreadsheet. Use the DataWizard to map your data into your reciepient list and your Address Book.
3. 
   • Copy the Contacts list from a previous opportunity using the SCAN 247 Opportunity number.
4. 
   • Manually enter the recipient's contact information.
5. 
   • Choose a group of Address Book entries to invite on a random rotation.

On all subsequent messages, you will get a sixth option, Projects Contacts, where you can choose from contacts you have previously communicated with.

6. 
   • Select message recipients from a list of contacts you have previously communicated with and/or contacts who have accessed your opportunity.