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Schedule Activity Follow Up on Mail Merge

New Member
Posts: 2
Country: USA

Schedule Activity Follow Up on Mail Merge

I am trying to use the mail merge function to distribute promotional information about the company I work for and I have been asked to schedule follow up calls for the distribution list.  When I print the merge, I am only asked about recording a history.

 

Is there a way to schedule a follow up activity for a mail merge?

Nickel Contributor
Posts: 410
Country: Canada

Re: Schedule Activity Follow Up on Mail Merge

If you've saved this distribution list as a group, simply select them all in a Contact List view, right-click on the selections, and then select "Schedule". From there you can choose whatever method of follow-up is appropriate.

 

Hope this helps.

 

Ken Quigley, BA, MCSE, ACC, APT
Toronto, Ontario
www.keystroke.ca