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

  • Saves Time – Use pre-made templates to draft and send letters in just a few clicks.

  • Keeps Records Organized – All sent letters are associated with the contact, making it easy to track communication history.

  • 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.

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