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To create or edit a letter from the Expo Prospect Reports window

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

See Also

Generating Letters and Reports

Expo Prospect Reports window

To generate a report from the Expo Prospect Reports window


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