How To Send an Individual Letter or Print In-House

 

Sending to an Individual Contact

1- Go to your Contacts tab in LionDesk

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2- Search for the person that you would want to direct mail

3- Click on the Action button next to the name of the contact

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4- Select Direct Mail from the drop down menu

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5- Then select that you are sending a letter, choose the folder that the template is stored in, then choose the correct template

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6- Don't forget to schedule when you want the letter to send!

7- All done!

 

Printing In-House

1- Go to your Contacts tab in LionDesk

2- Search for the people that you would want to direct mail to

3- Go to your bulk actions button and from the drop down menu select the direct mail option.

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4- In the window that appears, select letter as your direct mail option, and then select the folder that the direct mail template is store in.

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5- Select the direct mail template that you want to use.

6- Once you are done selecting your option then choose Preview

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7- You can then either download to your computer or print from this screen

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