How to Send a Letter in BigContacts
Sending letters through BigContacts allows you to maintain professional communication with your contacts while recording all interactions. Instead of manually drafting each letter, you can use pre-designed templates to save time and ensure consistency.
Why This Feature is Useful
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Saves Time – Use pre-made templates to draft and send letters in just a few clicks.
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Keeps Records Organized – All sent letters are associated with the contact, making it easy to track communication history.
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Maintains Brand Consistency – Standardized templates help ensure that messaging remains uniform across all contacts.
When You Might Use This
If you regularly send formal communications like contracts, follow-up letters, or business proposals, this feature simplifies the process. Instead of drafting a new letter each time, you can personalize a template and send it directly from the contact’s record.
Steps to Send a Letter
1. Set Up a Letter Template (If You Haven’t Already)
Before sending a letter, you need a saved template. If you don’t have one, follow this guide to create a letter template.
2. Open the Contact’s Record
Locate the contact to whom you want to send a letter and open their record.
3. Select "Send Letter"
Click "More" and hover over "Send Letter." A list of available templates will appear.
4. Choose and Open a Template
Select the template you want to use. It will open automatically in Microsoft Word.
5. Customize and Print
If needed, edit the letter in Word, print a physical copy, or save it as a digital document.
That’s it! Your letter is ready to be sent. Feel free to contact our support team if you have any questions or run into issues.