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Mail Merge W/Opportunity Fields?

Copper Contributor
Posts: 198
Country: Canada

Mail Merge W/Opportunity Fields?

Anyone know if it is possible or how to create a mail merge (Outlook& Act! 2013) using Opportunity Fields?



Nickel Elite Contributor
Posts: 988
Country: USA

Re: Mail Merge W/Opportunity Fields?

[ Edited ]

Hey David,

Not sure what version of outlook you are using but try this?


In Opportunities module - select from left nav bar option - view all opportunities

then from the top toolbar, select;


advanced query

select deisred fields and values, preview your query to see results, then run query to create lookup


from top toolbar select


Mail Merge

go thru the wizard steps and select option to use Lookup stuff

Hope that works- not 100% certain.

Cheers - FSB

Bill Williams - Owner / ACT! Consultant / Trainer at FILL STAFF HR "ACT! FOR RECRUITERS"
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Copper Contributor
Posts: 198
Country: Canada

Re: Mail Merge W/Opportunity Fields?

Hey Bill,


This should work fine, I am using Outlook 2010.