If you have not sent the 1st Contact Letter during the Sales Folder creation, you can send this email type afterwards.
- Open the Lead.
- Open the Sales Folder which you want to send the 1st Contact Letter for.
- To the left side of the Complete Sale button, locate the Letter icon and click it.
- Select 1st Contact Letter.
- In the 1st Contact Letter form, click YES to product the 1st Contact Letter.
- In the Edit 1st Contact Letter form, you can click the link to edit the letter which was saved in the Lead’s G-Drive folder or send it immediately by clicking the Confirm button.
- When complete, click Confirm. The Print 1st Contact Letter form opens.
- The letter can be checked to confirm all details are correct then Click OK.