Page 70 - Client Coordinator
P. 70
Enter the codes with a comma between account numbers without spaces,
i.e. 2001,5016.
13. Search again and check the list to make sure the people you wanted off the
list, are off of the list.
14. You are now ready to print the Reactivation letter. (This will print out all
reactivation letters at one time rather than going into each client account
and printing them one by one.) (Calls should still be made and notated on
each account that a reactivation call and reactivation letter have been sent
out)
15. Click Printer
16. Choose your printer, and make sure your letter head is loaded correctly.
17. Click Merge Document
18. Click One Per Client
19. Print
How to print reactivation mailing labels:
1. Click Print
2. Click Mailing labels
3. Choose the correct labels
4. Make sure the labels are loaded into the printer correctly and choose the
correctly printer.
5. Click PRINT
6. Affix the proper label to the envelope, prepare the letter for mailing.
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