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