• Helpful?
• 0176 Yes
• 0176 No

The Sales letters window lists all of your follow-up letters, as well as provides fields to enter new letters.

The Sales letters window is used to add new letters and edit existing ones. All of the existing letters are listed in the letter Name column, while the letter description and contents appear in the fields on the right.

The sales letters added here can be scheduled into sales campaigns. With online approval and effective dates, there’s no danger of using a letter that isn’t ready or is past its prime. When a sales letter is added for a client contact, the letter will be printed for distribution on the appropriate date.

The letter name is used to identify it when adding it to a campaign, so make sure it is meaningful. The description, a brief summary of the letter, appears when scheduling campaigns so you can be sure the correct letter is being added.

How to add a follow-up sales letter

1 Choose My > My Clients to open the Client window.

2 From the Client window, click the Sales>Maker link, then click the sales letters link.

3 Click the add toolbar button (or choose Edit > Add letter).



4 Enter a name for this letter.

The letter name should be meaningful and help to easily identify it for scheduling later on.

5 Enter the author’s initials.

Clients & Profits X will automatically enter the initials of the person entering the letter, but it can be changed.

6 Enter a description for the letter.

The description should provide more detail about the letter, such as what type of client the letter is designed for or any special instructions or cautions. When scheduling the sales letter as part of a campaign, the letter description will appear underneath the campaign name so you can be sure that you are adding the correct one.

7 Enter the letter’s effective dates.

The effective dates provide a reference as to when the letters should be used (or not used).

8 Enter the sales letter.

The sales letter prints out exactly as it is typed in, so if you want to leave room for jotting down notes during the phone calls, enter a few hard returns between each letter section.

9 Click the approved checkbox, if the letter is ok.

Clients & Profits X will automatically add the initials of the person who checks the box.

10 Click Save to save this new sales letter.

To edit an existing sales letter

1 Select the sales letter to edit from the list of letters on the left.

Clients & Profits X will default to show only the current sales letters. If you would like to view and edit expired letters, click on the Show pop-up menu and choose Expired letters.

2 Click on the edit toolbar button, and begin editing.

3 When your changes have been made, click Save.

The changes do not affect previously scheduled follow-ups; only those scheduled after the edit are affected.

To clone an existing sales letter

1 Find the sales letter that you wish to clone, then click on the clone button.

Clients & Profits X will default to show only the current sales letters. If you would like to view and clone an expired letter, click on the Show pop-up menu and choose Expired letters.

The description and follow-ups are cloned, as well as the approval and effective dates.

2 Enter the new sales letter’s name, as well as any other changes.

3 Click Save to save this new sales letter.

Follow-ups scheduled using the original sales letter are not affected by cloning.