CRM Phase 3 - Flipbook - Page 20
Copying a Letter
template
From the
Campaigns
toolbar click on the
Open icon
Select the Default
Template
campaign
Click on the Letter
tab
Highlight all the
text
Press Ctrl C to
copy
To create a basic campaign
now refer to process
02.030.03 L2 The Main Tab
Click on the Close
icon
Campaigns – Copying a Letter Template
02.030.02.L3 9304E
Page 20 of 108
