Using the Account list view, user can send the account details update form to the related contact email addresses in bulk.

Steps to Send Account Update Form in bulk:

  • Go to Accounts Tab 
  • Using the checkbox select accounts for those you want to send the Account Update Form.
  • Click on Send Account Update Form in Bulk button to send the form.
  • To Send the Account Update form to all the accounts:
  • Go to Accounts Tab      
  • Click on the top checkbox and select all accounts records 
  • Now click on Send Account Update Form in bulk button.
  • Update Account Details Form Successfully send to all selected accounts.
  • All selected accounts received the Update Form in their mail.

Note - This feature is available in the paid version.