There may be situations where you don’t need to create a personal copy or a new template, but rather just change a letter template for one activity or contact. Top Producer CRM gives you the added flexibility of changing a template on-the-fly. Modifications will only appear for the one run of the activity.
- Open the letter activity.
Go to the Letter Template segment and click the Edit Template link beside the selected template.
- The template opens in edit mode.
- Make your changes and click the Save Template button.
Whenever you change a template for one run you’ll see a message on the activity’s Letter Template segment.
Changes you make to this template instance won’t affect any other activities using the same template, or the template itself.
Note: You must link a contact to the activity before you can modify the selected template for the one run.