Difference between revisions of "12. Company Correspondence Customization"
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'''Company Correspondence Customization''' | '''Company Correspondence Customization''' | ||
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| + | This is in regards to sending mass mail merges. | ||
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'''Company Correspondence Customization - Can you customize or set up a document template for correspondence?''' | '''Company Correspondence Customization - Can you customize or set up a document template for correspondence?''' | ||
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* Utilities | * Utilities | ||
* Marketing Lead: Email Configuration | * Marketing Lead: Email Configuration | ||
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| + | To '''Select''' or '''Edit''' go to the Top Menu go to General (drop down menu) | ||
| + | *Correspondence | ||
| + | *Email Reference List | ||
| + | *Select the Reference you would like to Edit | ||
| + | *Edit the '''Reference''' | ||
| + | *Edit the '''Text''' | ||
| + | '''OR''' | ||
| + | *Select '''New''' | ||
| + | *Enter '''Reference''' | ||
| + | *Enter desired '''Text''' | ||
| + | *Click '''Save''' | ||
Latest revision as of 09:52, 14 October 2015
Company Correspondence Customization
This is in regards to sending mass mail merges.
Company Correspondence Customization - Can you customize or set up a document template for correspondence?
Utilities Module
- Preferences
- Utilities
- Marketing Lead: Email Configuration
To Select or Edit go to the Top Menu go to General (drop down menu)
- Correspondence
- Email Reference List
- Select the Reference you would like to Edit
- Edit the Reference
- Edit the Text
OR
- Select New
- Enter Reference
- Enter desired Text
- Click Save
