The Mail Merge Wizard is available within the Word Processor. This feature allows you to easily create mailing labels, envelopes, and form letters using the constituent data stored in the Salsa CRM database.
- Open the Word Processor by selecting Manage, Documents and Word Processor.
- From Salsa CRM’s built-in Word Processor, open the Mail Merge Wizard by selecting Run a Mail Merge with Additional Options. Please refer to the Salsa CRM's Built-In Word Processor documentation for more information regarding creating a mail merge using Salsa CRM’s built-in word processor.