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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?

 

David

Nickel Elite Contributor
Posts: 934
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;

Lookup

advanced query

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

then

from top toolbar select

Write

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/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
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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.

 

Thanks.

 

Cheers,

 

David