06-27-2008 04:49 PM
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?
06-28-2008 03:59 AM
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.