About
Products
Pricing
Contact
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
Support
Members Login
Login Mobile
(970) 305-4089
Support
Members Login
Login Mobile
(970) 305-4089
About
Products
Pricing
Contact
Support Menu
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
Letter Templates
Strategic Success Tools CRM is an online office.
Letters can be created here.
Branding and company merge fields are automatically added.
Other merge fields can be added such as First and Last Name.
Select the Settings Gear Icon
located in top navigation bar.
Navigate to Letter Templates in left column.
Page Settings adjust margins.
Note the Merge Field code %%FirstName%%. This will automatically add a selected merge field to all the letters.
The Wordprocessor
Many of these features are obvious. Here are some other items that are not so obvious.
Hover over the
icon on image below to find our more.
Undo, Redo
Merge Fields
Here is a list of fields that can be added automatically such as First Name, Last Name, Company Name, Addresses, etc.
Add Image
Add Table
Remove Formatting
Source Code
Edit the HTML source code. This can be handy when cutting and pasting from a Word document and there is other formatting that needs to be removed.
Undo, Redo
Merge Fields
Here is a list of fields that can be added automatically such as First Name, Last Name, Company Name, Addresses, etc.
Add Image
Add Table
Remove Formatting
Source Code
Edit the HTML source code. This can be handy when cutting and pasting from a Word document and there is other formatting that needs to be removed.
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