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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.
 +
  
 
'''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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 +
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To '''Select''' or '''Edit''' go to the Top Menu go to General (drop down menu)
 +
*Correspondence
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*Email Reference List
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*Select the Reference you would like to Edit
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*Edit the '''Reference'''
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*Edit the '''Text'''
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'''OR'''
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*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