The Marketing Library Screen

The Marketing Library screen gives you quick access to the templates used by Top Producer 8i's mass communication features (email, letters, postcards, labels, and envelopes) in addition to providing access to a quick view of every activity, system-wide, involving each type of template.

The Marketing Library screen is of expanded importance for Presentations and Flyers. Presentations and Flyers are different from other template-driven activities in the sense that they cannot be automatically created and sent; they always involve your interaction in order to choose data and tweak content.

Topics related to this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Main Menu	From the Main Menu bar, select the Marketing icon. From the Main Menu bar, select the Marketing > Template Library

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Marketing (Presentations)	About the Presentation Library Composing a Community Report Composing a CMA Presentation Composing an HMR Presentation Composing a Buyer Presentation Working with Presentation Templates Managing Existing Presentations Publishing Presentations Using the Top Producer Editor Managing Your Template Library Category Names
Marketing (Flyers)	About the Flyer Library Composing Flyers Managing Existing Flyers Publishing Flyers Using the Top Producer Editor Managing Your Template Library Category Names
Marketing (Postcards)	About the Postcard Library Creating a Postcard Viewing/Accessing Postcard Templates Adding/Copying a Postcard Template Performing a Mailout from the Postcard Library Editing a Postcard Template Editing the Name of a Postcard Template Managing Your Template Library Category Names Viewing Template Activities Deleting a Postcard Template
Marketing (Letters, Emails, Envelopes, Labels, Postcards)	Using the Template Library Viewing Template Activities Adding/Copying Templates Editing Templates Deleting Templates Using the Top Producer Editor Managing Your Template Library Category Names