Tip: Modify Multiple Tasks/History Simultaneously You can modify a specific field on multiple tasks and history simultaneously. Only the selected field will change, while all other information will remain unique to each entry. 1. In the task or history list, select all of the entries you want to edit...
Tip: Google Maps & WhitePages.com Two bars in the button bar help connect you with your partners. Show Google Maps Maps the address of the selected contact, if possible. Lookup on WhitePages.com Looks for information on this contact. This button is only displayed if the selected contact is in the...
Exercises Session 12: Miscellaneous Ideas 1. Combine Slate Gravel and Sylvester Slate 2. Run the Address / Phone Sync lookup and resolve any bad addresses 3. Export your entire Current Group, and select the following fields: • File As (quick way to sort your list in Excel) • City (Home City...
Exercises Session 11: Mail Merge 1. Send the mail merged special ask to everyone on your team who gets your newsletter. 2. Save the mail merge as a Favorite. Menu Path: Tools | Microsoft Word | Edit Mail Merge Favorites < Prev Topic | Next Topic >