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Postal/electronic letters

In contrast to postal/electronic campaigns, letters are destined to one particular contact. The process of creating a new letter, for instance of the postal kind, is as follows :

Figure 7.76: Creating a new postal letter for prospect Max Burr.
Image ADD_CRM_MAILING

Once created, clicking on a letter's attached document name (here, <No document> for that matter), allows as illustrated below to manage this letter.
 
This page displays all the contact's information as well as the same document and status buttons as for campaigns : indeed, the document creation/upload and (in this case) associated PDF generation, sending, duplicating and cancellation are indeed done in the same exact way as for campaigns.

Figure 7.77: This page allows to do any letter-related action in the same way as for campaigns.
Image MAILING_MANAGE

The sending of an electronic letter similarly follows the same guidelines as an electronic campaign.


next up previous
Next: Predefined forms Up: Customer Relationship Manager (CRM) Previous: Attaching a file to