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mail merge

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How do I mail merge my leads with a letter or send a letter using Tactile?

 

Hi Annmarie,

Tactile CRM is designed as an easy to use CRM solution, products such as Open Office, iWorks and MS Office all offer mail merge functionality, so we give you the option to export your leads from the system and format them how you want within one of those instead of making the software more complex.

Thanks Jake

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