Providing Literature Fulfillment by Email

End users can distribute literature directly to activity participants or contacts. For example, emailing meeting minutes to everyone who attended a specific meeting.

By following this procedure, the application creates a new Activity record with Type of Literature Distribution, and associates the same list of participants or contacts with this new activity.

To provide a literature fulfillment by email

1. Navigate to the Activities screen, then the Activity List view.

2. In the Activities list, select the Activity record for which you want to send follow-up literature.

3. From the application-level menu, choose File, then the Send Email.

   Tip: Press F9 instead of choosing the option from the File menu.

4. In the Pick Recipient dialog box, select one of the following values:

   • Activity Contacts. Sends an email to the external contacts associated with the activity.

   • Activity Employees. Sends an email to the employees who participated in the activity.

   • None. Chooses a specific recipient.

   A new email message appears.

5. In the From field, select a profile.

   Note: If a default profile has been set up for the user, the From field is automatically populated with the user’s information.

6. Click the Add Literature button, preceding the Check Spelling button.