Giving leads If you want to convert your leads into projects and eventually orders, it's essential to give them more information about what you do is key to converting them into a project and eventually into an order. To that end, . Luckily, with e-manage 7 allows you to |ONE, you can create mail merges for either for mailing or for e-mailingemailing to provide your leads with the necessary details. When you perform a mail merge to open leads, the template that you use to perform the merge will be saved in the Last Doc Type and Last Doc Date fields of the open leads grid.
This section assumes that you have Assuming you've already created and saved a template and saved it to in e-manage|ONE, you can follow these steps to perform a mail merge. If you have not, you can read check out the Mail Merge / Bulk e-mail Overview section of this the manual that shows to learn how to build create a template before performing this actionproceeding.
To beginget started, right-click on the "Tools" menu located at the top of the e-manage 7 |ONE main window, then click on "Mail Merge". The ." This will bring up the Perform Mail Merge Window will pop-up.
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To view available templates and choose which ones to merge, you can drill down by clicking the plus next to the folder(s) you want to see templates for and double click on the . Once you've found the desired template(s) you want to merge , double-click on them to select (you can choose as many templates as you need to merge). DO NOT DOUBLE CLICK ON FOLDERS - THIS WILL BREAK THE MERGE PROCESS. IF YOU ACCIDENTLY DOUBLE CLICK ON A FOLDER, CLICK THE CLEAR TEMPLATES BUTTON AND START AGAIN.Highlight the Leadas necessary). It's important to avoid double-clicking on folders, as this will break the merge process. If you accidentally double-click on a folder, simply click the "Clear Templates" button and start again.
Next, highlight the lead(s) you want to perform the mail merge for merge by selecting them from the Open Leads pop-out panel and then . Then, drag and drop them into the "Recipients" list box located in the Perform Mail Merge window.
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To "sign" your letters with your information where author merge fields are placed in the template, you need to choose an Author. If you do not your information doesn't exist in the list, choose select "New Author" from the Author drop-down list box and click on the Define/Edit Authors button and to add ( or Edit) edit your informationdetails. You Here, you can also add your digital signature here by browsing to for a WMF (windows meta fileWindows Metafile) file type. Only Note that only the user that creates who created the author record can use the digital signature when performing during mail merges ( for security reasons).
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If you want to create a follow-up based on this mail merge, simply add a follow-up date , then and choose the follow-up user from the Assigned To drop-down list box.
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If you want to send this document as an e-mail check the "Send as e-mail" checkbox, then choose whether to send it as an attachment or to send the e-mail as HTML (this will let you include pictures in the mail merged e-mail).
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create a lead record, you can assign (or create) a marketing campaign to track the results of this mailing against the cost. Then choose the salesperson the lead will be assigned to (even if it's yourself) and type in the "Interested In" text box. Only by setting the salesperson and interested in fields will a lead record be created and delivered.
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If you want to create a lead record, you can assign a (or create a new) marketing campaign so you can track the results of this mailing against the cost of doing it. Then Choose the salesperson the lead will be assigned to (even if it is yourself), then type in the Interested In text box. Only by setting the salesperson and interested in fields will a lead record be created and delivered.
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If you wantwish, you can also add the contact to a group either by assigning an existing one from the drop-down list box or by creating a new group , and then assigning it by choosing it from the drop-down list box.
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Click on the Merge button and if you are sending as an e-mail, you will get to proceed. If you have chosen to send the document as an email, you will be prompted to enter a subject in the Subject box.
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If you chose to create a lead record, the salesperson you chose will get an alert for a new leadreceive a New Lead Notification.
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If you chose to send via e-mail, the e-mail will be sent immediately using Microsoft Outlook and will appear in your "Sent Items".
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