Need to be able to attach letter templates to individual steps in an activities series.
Created an Activity Series for our Commerical Prospects. (So every commercial prospect in our database, and every new commercial prospect entered will go through the exact same Activity Series/Follow-up Sequence).
The first step is a phone call...
The second step is a letter...
The third step is follow up letter #2.
There needs to be a way to have the letters automatically attached to that particular Activity Type (step) in the Activity Series - since the follow-up letters are the exact same for all the Commercial Prospects.