Top Producer^® 8i CRM: Editing a Personal Letter Template

Follow the steps below to change the look or content of a personal letter template.

1. Click the Marketing icon on the main menu to open the Marketing landing page.
2. Click the Letter Library link to open the Letter Library page.
3. From the Letter Library page select your personal category from the Show Category drop-down list. The personal template has a Personal Template icon next to it to indicate it’s a copy.
4. Click the personal template name to open it. The template opens in edit mode – here you can make changes to the template. When your have finished making changes, click Save or Save & Close.

For information about the features available in the editor, please see Using the Editor.

Log in to edit a personal letter template.