How to Produce a 1st Contact Letter

If you have not sent the 1st Contact Letter during the Sales Folder creation, you can send this email type afterwards.

1. Open the Lead.
2. Open the Sales Folder which you want to send the 1st Contact Letter for.
3. To the left side of the Complete Sale button, locate the Letter icon and click it.
4. Select 1st Contact Letter.
5. In the 1st Contact Letter form, click YES to product the 1st Contact Letter.

6. 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.

7. When complete, click Confirm. The Print 1st Contact Letter form opens.

8. The letter can be checked to confirm all details are correct then Click OK.