You are here: Managing Documents > Carrying out a Mail Merge

Carrying out a Mail Merge

To merge an existing template with company and person details:

  1. Find the prospect you want to send the letter to.
  2. Click on the hyperlink of the person so that their name appears in the context area of the screen.
  3. From the Documents tab, select Start Mail Merge. A list of shared templates is displayed.
  1. Click the hyperlink of the file you want to merge.
  2. From the Edit and Merge Document page you can:
  3. Select Merge and Continue.
  4. From the Complete Merge Process page you can:
  5. Select Continue. If you left the Create Communication check box selected, the Save Merged Document As A Communication page is displayed.
  6. Add a Subject for the communication, and update any other fields you need to.
  7. Select the Save button.

A communication record is created to record that a letter was sent out, forming part of the customer's interaction history. The merged document can be viewed as an attachment on the communication record. It can also be viewed from the Documents tab.

Go to Managing Documents home page...

See Also:

Merging a Local Word Document

Uploading a Local Word Document

Tracking Documents in the Documents Tab