How do I produce mailshot letters in Sales Prospecting?

Summary

The following article explains how to produce interest letters in Sales Prospecting.

More Information

Go to " Sales Prospecting Interest Letters".

• In the "Sales Person:" field, enter the name of the sales person for whose prospects you wish to produce letters.
• In the "Interest Category:" field, choose the specific categories that you want, or leave blank for all categories.
• In the "Letter Name:" field, enter in the name of the letter you are going to produce, or press <Ctrl+F1> to search for it.
• In the "Send Duplicate Letters:" field, you can set whether you want to re-send a letter to a prospect if they have already had a letter sent.
• In the "Continuous Paper" field, selecting 'Y' will mean you will get all the letters off in one go, whereas with that set to 'N', you will need to feed a sheet through every time.
• If you wish to create a contact for each prospect who has a letter sent, leave "Create Contact Record:" set to 'Y'.
• Pressing <Alt+F2> will allow you to tag <T> the prospects you wish to send letters to.
• Press <F2> to produce the letters.

See also

• How do I create prospect interest categories?
• How do I create a new prospect?

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Keywords AND Misspellings

letter, interest, prospecting, create, prospect, interests