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Adding Recipients to Correspondence
You must choose one or more contacts as recipients before you can generate the correspondence. If you are sending the correspondence to someone who is not listed as a contact, you can add that individual in the Add Recipients dialog box. The individual is then added to the Contacts list and as a recipient for the selected Correspondence record.
NOTE: There is no maximum limit to the number of recipients that you can add to a correspondence item, however, the number of recipients affects performance and time required to generate the final document.
To add a recipient to correspondence
- Navigate to the Correspondence screen, and create a correspondence record.
For more information, see To create correspondence.
- In the Recipients list, click Add.
- From the Add Recipients dialog box, add recipients.
Use one of the following methods:
- To send correspondence to an existing contact, select the recipient in the Add Recipients dialog box, and then click Add.
- To send correspondence to a new contact, click New in the Add Recipients dialog box, complete the fields as needed, and from the menu, choose Save.
NOTE: You can drill down on the hyperlink in the Last Name field to navigate to the Contacts screen's Activities list.
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Siebel Sales User Guide Published: 18 April 2003 |