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Adding Contacts to a Literature Distribution

The Literature Distribution view displays all the literature that has been distributed to a contact. Typically, a literature distribution record is created each time literature is emailed to a contact. For more information about the activity of distributing literature using an email message, see Providing Literature Fulfillment by Email in Managing Activities.

To distribute literature to a contact

  1. Navigate to the Contacts screen > Contacts List view.
  2. In the Contacts list, drill down on the desired contact.
  3. Click the Literature Distribution view tab, create a new record, and complete the necessary fields.
  4. In the Distribution Channel field, select a distribution channel.
  5. Scroll down to the Literature list, add a record, and complete the necessary fields.
  6. Repeat Step 5 for all the pieces of literature to be distributed.
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