* Send Communications to a Prospect in ParcVu Desktop

To send a Letter or Email etc. to a Prospect, from the Main Menu, select ‘Prospect’ and the ‘Find Prospect’ screen is displayed.

Search for the required Prospect using the search fields displayed and then click

Select the required prospect from the list displayed by clicking on it to highlight it and then select ‘View Prospect’ from the Navigation list on the right.

Select the required contact method from the Navigation list on the right.

Select the required ‘Template’ and ‘Reason’ from the drop down lists and the template will be displayed, for emails, select ‘Send’ from the Navigation list on the right and the email will be sent, for letters, the document will be displayed for printing and sending out.