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Scheduling a Literature RequestRequesting Literature for a Contact

You can schedule a literature request to have marketing materials or other documents sent to one or more contacts. After you schedule a request, the person or group at your company responsible for literature fulfillment can fulfill and complete the request.

To schedule

1. On the Schedule menu, click Literature Request.

2. In the Requested for field, click the Find button and select a contact.

This may already be completed if scheduled from the Contact Detail view.

3. In the Description box, enter a brief description of the literature request.

4. Click the Send by Calendar/Time button, select a date, and then click OK.
5. In the Send via (delivery method), and Priority boxes, click the ellipsis button and select an item from the list, and then click OK.
6. To use a template as your cover letter, click the Template Find button, and then click the template you want to use.

The selected template displays in the Template box.

7. Under Print Literature List, choose to print the list with the cover letter, on a separate page (from the cover letter), attachment list only, or print only the cover letter (no list).
8. Check the Handle Fulfillment Locally box to send the literature request to your default printer (it will print after you schedule the literature request).
9. In the Quantity Requested box, enter the quantity requested for each literature item.

By default, all available item names, families, and costs display.

10. Click the Schedule Literature Request button.

Related Topics

Contacts Overview

Literature Request Detail View

Deleting a Literature Request