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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, and then the 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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