{"id":208,"date":"2019-02-28T19:59:42","date_gmt":"2019-02-28T19:59:42","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=208"},"modified":"2023-04-13T06:15:06","modified_gmt":"2023-04-13T06:15:06","slug":"1st-contact-letter","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/sales\/leads\/1st-contact-letter\/","title":{"rendered":"How to Produce a 1st Contact Letter"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">If you have not sent the 1st Contact Letter during the Sales Folder creation, you can send this email type afterwards.<\/span><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Lead.<\/li>\n\n\n\n<li>Open the Sales Folder which you want to send the 1st Contact Letter for.<\/li>\n\n\n\n<li>To the left side of the Complete Sale button, locate the <strong>Letter <\/strong>icon and click it.<\/li>\n\n\n\n<li>Select <strong>1st Contact Letter<\/strong>.<\/li>\n\n\n\n<li>In the <strong>1st Contact Letter<\/strong> form, click <strong>YES <\/strong>to product the 1st Contact Letter.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/Ya3JkD9py00KF1l-ELy3NUUfiLqN0jR7sbIk4-aZ1yNzLXpDxBrMwBAoUpsUoCGkGz2FFf7p-NsLz4RrQrGq7UGCEyjfAaFL6xH-8nqFuAy8u20hpDzm4axDLQ4fDaep81xEEgC7vkQREFHURP93WoI\" alt=\"\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\">\n<li>In the <strong>Edit 1st Contact Letter<\/strong> form, you can click the link to edit the letter which was saved in the Lead\u2019s G-Drive folder or send it immediately by clicking the Confirm button.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/MFen8JRDlL2y7dPwPNzwPu7xIPxZShlEogFIu-i8waT-lhjS3ATW43iFDJXmvvSMDb81CaTPaaXCVsErcNGvyjZsOiwliSlfm8qaPyYYrIAYD22FMg-nBl8tKnWsvAFx5rs_ZP8sAvl2OyMQq9CqbJQ\" alt=\"\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\">\n<li>When complete, click <strong>Confirm<\/strong>. The Print 1st Contact Letter form opens. <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/SK8aV17-oJ4NNKAwx71Cr4GgahBRlw_Scm9cMTJzzWflobKHMFR6De_14bdbM2PK1k8nquiXduGBKVPLyhcU9bRsZi4Hhhhz0I1HRrH6gKvGpFQ_TLGXuPUv2b_AxPUh00JP0l43YeE2mfYU1d8Q_yw\" alt=\"\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"8\">\n<li>The letter can be checked to confirm all details are correct then Click <strong>OK<\/strong>.<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"<p>If you have not sent the 1st Contact Letter during the Sales Folder creation, you can send this email type afterwards.<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[48,95],"ht-kb-tag":[],"class_list":["post-208","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-leads","ht_kb_category-needs-update"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/208"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=208"}],"version-history":[{"count":6,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/208\/revisions"}],"predecessor-version":[{"id":9098,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/208\/revisions\/9098"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=208"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=208"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=208"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}