Custom Views Webinar
Custom Views - Recorded Webinar
Ever needed to add in a new mail merge or send one out in bulk and not too sure where to start? Attend this Webinar to learn all things Mail merge from start to finish. What will we cover?
- How to create a new document template, letter vs email types
- Run through creating a document template and a run through on how to add/remove merge fields and company logo/signature
- Run through how to add in a new letter document template and how to add in the merge fields for selection
- How to edit a template letter vs email - Run through on how to send a mail merge in bulk and run through each step until ready to send
- Run through on how to send a mail merge for just 1 property/tenancy/owner/supplier