FEATURE
ROUTE
Presentations
From the Main Menu bar, select Marketing > Create Presentation to launch the Create Presentation wizard. The Select Recipient screen is step 2 in the Create Presentation wizard.
From the Marketing Landing screen, click the Create Presentation link in the My Presentations portlet to launch the Create Presentation wizard. The Select Recipient screen is step 2 in the Create Presentation wizard.
From the Contact Record's header, click Perform Action > Create Presentation. The Select Recipient screen is step 2 in the Create Presentation wizard.
From the Presentation Library screen, hover your mouse cursor over a template thumbnail and then click the Create for Contact
icon. The
Select Recipient
screen is step 2 in the Create
Presentation wizard.From the Edit Personal Copy/View Default Template screen, click the Create for Contact link. The Select Recipient screen is step 2 in the Create Presentation wizard.
Postcards
From the Main Menu bar, select Marketing > Create Postcard to launch the Create Postcard wizard. The Select Recipient screen is step 2 in the Create Postcard wizard.
From the Marketing Landing screen, click the Create Postcard Mail Out link in the Postcards portlet to launch the Create Postcard Wizard. The Select Recipient screen is step 2 in the Create Postcard wizard.
From the Postcard Library screen, hover your mouse cursor over a template thumbnail and then click the Create for Contact
icon. The
Select Recipient
screen is step 2 in the Create
Postcard wizard.From the Edit Personal Copy/View Default Template screen, click the Create for Contact link. The Select Recipient screen is step 2 in the Create Postcard wizard.
Letters/Envelopes/Labels
From the Main Menu bar, select Marketing > Perform Mail Out to launch the Perform Mail Out wizard. The Select Recipient screen is step 2 in the Perform Mail Out wizard.
From the Marketing Landing screen, click the Perform Mail Out link in the [Letters/Envelopes/Labels] portlet to launch the Perform Mail Out wizard. The Select Recipient screen is step 2 in the Perform Mail Out wizard.
From the Contact Record's header, click Perform Action > Perform Mail Out. The Select Recipient screen is step 2 in the Perform Mail Out wizard.
From the [Letter/Envelope/Label] Library screen, click the Create for Contact
icon beside
the template you want to send. The Select
Recipient screen is step 2 in the Perform
Mail Out wizard.From the Edit Personal Copy/View Default Template screen, click the Create for Contact link. The Select Recipient screen is step 2 in the Perform Mail Out wizard.