CRM Phase 3 - Flipbook - Page 21
STEP
PROCESS
STEP 1
From the Campaigns toolbar, select the Open icon.
STEP 2
Select the Default Template letter and click on Open.
STEP 3
Click on the Letter tab.
STEP 4
In order to copy the template to the campaign the text must first be highlighted.
STEP 5
Press Ctrl C on the keyboard and the text will be copied.
STEP 6
Click the Close icon from the toolbar. This is now held within the system9s buffer
ready to paste into the new campaign.
Refer to process 02.030.03 L2 The Main Tab to continue with the mailshot.
Campaigns – Copying a Letter Template
02.030.02.L3 9304E
Page 21 of 108
