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5.8ii How to archive / delete a job ................................................................................................. 23
6. Briefcases ...................................................................................................................................... 25
6.1 Back-office briefcase .................................................................................................................. 25
6.2 How to set up a back-office briefcase......................................................................................... 25
6.3 Web-briefcases .......................................................................................................................... 27
7. Activities ......................................................................................................................................... 28
8. Tasks .............................................................................................................................................. 29
8.1 The Task List ............................................................................................................................. 29
9. Letters ............................................................................................................................................ 31
9.1 Standard letters.......................................................................................................................... 31
9.2 Editing and printing your letter.................................................................................................... 32
10.Mail Shots and CRM (Contact Relationship Management) ..................................................... 33
10.1 Producing a mail shot............................................................................................................... 33
10.2 Mail Merge Summary Screen ................................................................................................... 37
10.3 Sending Mail Merge Emails...................................................................................................... 40
10.4 Creating Mail Merge Letters for Printing ................................................................................... 41
11. Reports......................................................................................................................................... 43
11.1 Property ................................................................................................................................... 43
11.1i Property Marketing Report ................................................................................................... 43
11.1ii Activities.............................................................................................................................. 44
11.1iii Local Information and Comparables ................................................................................... 45
11.1iv Create Briefcase ................................................................................................................ 45
11.1v List Briefcases .................................................................................................................... 46
11.1vi Leasehold Transactional Analysis Report (LAR) and Sales Transactional Analysis Report
(TAR) ........................................................................................................................................... 46
11.1vii Property Exports ............................................................................................................... 47
11.2 Contacts................................................................................................................................... 47
11.2i Contact activities.................................................................................................................. 47
11.2ii Local Information and Comparables.................................................................................... 47
Melissa Read P.2
CM13_Enterprise Manual_doc
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