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
- 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
Mail Merge Profile
Set up your Mail Merge Profile. This ensures that your company information is added automatically to each email you send, whether individually or mass.
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1. Settings
Select the settings Gear Icon in top navigation bar.![]()
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2. Merge Profile
Select Merge Profile link![]()
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3. Form
Fill out the form with your profile information.
Save.![]()
