It’s now easier to add contacts and organizations to an existing mail merge.
Just look for the email icon next to a contact or organization, select "Add to Mail Merge," and choose which mail merge you’d like to add them to.
You can find contact cards:
- in the Streak sidebar next to an email conversation that's been added to a pipeline
- in your pipeline view
- in the box view
- in the contact sidebar
Once you create your mail merge, add new recipients to the email sequence each time you need to reach out to new leads, get feedback, ask for reviews, or in any other scenario that requires outreach.
Learn more in our blog.