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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
- On the Schedule
menu, click Literature Request.
- 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.
- In
the Description box, enter a brief description of the literature request.
- Click the Send by Calendar/Time

button, select a date, and then click OK.
- In the Send via (delivery method), and Priority boxes, click the ellipsis

button and select an item from the list, and then click OK.
- 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.
- 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).
- Check the Handle Fulfillment Locally box to send the literature request to your default printer (it will print after you schedule the literature request).
- In the Quantity Requested box, enter the quantity requested for each literature item.
By default, all available item names, families, and costs display.
- Click the Schedule Literature Request

button.
Related Topics
Contacts Overview
Literature Request Detail View
Deleting a Literature Request