Sales Management Prospects Prospect Form Definitions
Definitions of the Prospect Form (continued)
Prospect Form Function Buttons (continued)
Mail Merge Button - Pressing this button will open the Windows File
Explorer to locate a previously saved Mail Merge Template
letter. Once a template letter is selected, it will fill in
with information from the Prospect record, and then the letter may
be printed. This option is typically used to send a "Thank
you for your interest" letter to the Prospect.
vCalendar
Button - If this button is pressed,
MSOutlook will open to the new Appointment form. The
appointment subject will fill in with the name of the Prospect, and
any information typed into the Prospect Comments field will fill
into the body of the appointment form. The User may schedule
the appointment and save.
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