Help -- Mail Merge


The purpose of a mail merge is to allow you to print out a mailing list of all or a selected group of your leads. If you wish to create a mail merge using all your leads simply remove any filters or views so that you are looking at your entire list of leads. From the drop down menu under type choose mail merge and select run to open the entire list of mailing addresses in Acrobat Reader. From there you can print out the labels.

If you wish to only print out a portion of your leads simply create a view or use an existing one. You can use filters to specify exactly what results you would like to produce in each view. It should be noted that in order to use the mail merge feature you must have the Acrobat Reader application installed on your computer.

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