Can I send a list of contacts (like a preferred vendor list) to another contact by email?

Max Classic
1

I want to send one of my clients a list of preferred mortgage lenders. I can tag the lenders or select a couple individually. Is there a way to create a report or to put the lenders in the body of an email?

2

Tag the contacts as you’ve mentioned. Edit the search criteria of the contact list to show only those with that tag. Be sure to select all the contact, click the actions button and then select export.