RealtimeCRM enables you to download Contact information into pre-prepared template letters or envelope addressee labels thus saving you from having to fill in the information manually. In this example we will go through creating a simple template letter that invites…
To download a Project you must first create a Microsoft Office Word template which you will then populate with the Project information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where…
To download a Opportunity you must first create a Microsoft Office Word template which you will then populate with the Opportunity information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where…
RealtimeCRM enables you to download Company information into pre-prepared template letters or envelope addressee labels thus saving you from having to fill in the information manually. In this example we will go through the process of creating a simple addressee…