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Print Letters

Purpose To print Prospect Letters based on specified criteria.

From the menu select, Sales Management, Printing, Prospect Letters.​

  • Selection Date – The Selection Date is related to the Date Type in the letter parameters. This date accompanied with the date type is used to select prospects for the specified date type. If starting and ending dates are specified, they will be added to the selection date.
  • Letters – Enter the letter Id for the Prospect Letter you want to print.
  • Prospect ID – Enter in a Prospect Id or Id’s to print letters for. If left blank, letters will be printed based on all prospects in the Prospect file.
  • Prospect List Names – Enter in a prospect list name that may have been created using the Prospect Parameters or Report Generator. This is an optional field.
  • Reprint - If the Reprint prompt is NOT checked, then an entry will be automatically made into the prospect follow up grid indicating a letter was generated or an email sent. If this prompt IS checked, the follow up grid will not be updated.