The Contact Correspondence course provides in-depth training on all aspects of the Client Data System correspondence tools.
Upon completion of the Contact Correspondence course, you will be able to:
- Generate individual and mass correspondence for contact records entered in CDS
- Save time by creating and using templates for individual contact correspondence
- Create and send form letters
- View correspondence history in the contact Letter Log
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| View the movies in the order presented then log in to the DEMO database in CDS 6 to practice the functionality presented in each lesson. |
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| The CDS Contact Correspondence Course |
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| Lesson One: Contact Correspondence Overview >> |
7:36 |
| Lesson Two: Individual Contact Correspondence >> |
9:59 |
| Lesson Three: Mass Correspondence >> |
5:41 |
| Lesson Four: Form Letter Creation >> |
11:39 |
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| After completing CDS Contact Correspondence, continue on to the next course: CDS Data Mining . |
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Let us know what you think!
Please take a moment to give us some feedback on the CDS Contact Correspondence Course. |
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