Write a Letter

From the Details tab of a prospect plan, you can write a quick letter to the prospect using a Microsoft Word template you previously saved to the Letter Template Library in Configuration. In the Planned and pending steps grid, select the individual to whom to send the letter. On the action bar select Write a Letter. The Write a letter screen appears. For information about the fields and options included on this screen, select the help icon provided on the screen.

For information about the Write a letter screen, see the Constituent Page Tasks section of the help file.