Setting A Company To Be Included In A Sale

Setting a Company to be included in a Sale

Firstly the company would needed to be added in as a Contact.

Letters produced when the offer is made, rejected, withdrawn or accepted would need to have a letter set up to include the company mergefield.

To create the letter

Go to Tools> Letter & Stationary Templates.

The click Actions> Create Letter Template

Ensure Copy an existing template is selected and then from the list of letters click onto the letter, click Next.

If you wish to have the letter on different stationary, you can change this here.

You can change the name of the letter and the content. To add in a mergefield press #

Once you have made the changes click Save.

A full list of mergefields is linked to this article.

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