Letters Setup

This allows you to define letters that you can print from within the deal.  For example, you can create a Thank you letter.

To locate the Letters Setup, click File -> Setup, then in the list on the left, beneath Deal, click Letters.

To create a letter:

• Click on New.
  
• Enter the name of the letter.
• Click Save.
• A Customize window will display to enter the text for the letter.
  
• To see what fields are available, click Insert Field.