To create or edit a letter from the Expo Prospect Reports window
- Open the Expo Prospect Reports window:
- From Exposition, select Manage prospect lists to open the
Manage prospect lists window. - Load a prospect list. See To load a prospect list for additional information.
- Select a prospect (or prospects) from the Prospect List.
- Click Select All to select all prospects.
- Click Reports/Letters.
- Select Letters from the list of Report Types.
- Select a letter from the list of Available Reports.
- Click Options, and select Letter Text to open the Letter Text window.
- Edit the text of the letter.
- To save the edited letter as a new letter, do the following:
- Click Save as Standard to open the Letter Name window.
- Enter the name of the new letter.
- Click Save.
- Click Print to generate the letter.