When you create a call sheet there is a column to include a private message for each recipient, but sometimes the same message needs to be relayed to specific recipients. Learn how to send a private message to multiple recipients at the same time by following these steps.
Step 1 — Select Contacts
On the Recipients page of the Call Sheet Builder, use the checkboxes to select the contacts you want to message, then click the Message Icon (💬) at the top.
Step 2 — Draft & Save
In the pop-up, draft your message, then click Save Private Message.
Step 3 — Confirm & Continue
Your message will now appear next to the selected contacts. If everything looks correct, click Next to move on to preview the call sheet.
