Send a Letter

BigContacts has a great feature that allows you to create Letter templates for letters that you frequently like to send to your customers and prospects. 

1) First, if you haven't done so already, you will want to create a letter template.  For information on creating Letter Templates  CLICK HERE

2) Once you have created a letter template go to the contact record for whom you'd like to print a letter for.

3) Click on the orange "Actions" button

4) Hover over " Send Letter" and you will see a list of your letter templates

5) Move your cursor to the letter you want and click on the letter template name to select the letter template you'd like to pull into Microsoft Word.

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