Complete "Company Setup" Prior to Using Direct Mail | Scribe

    Complete "Company Setup" Prior to Using Direct Mail

    1
    Go to the "Direct Mail" app from the waffle icon.
    2
    Click "Company Setup"
    3
    Click "Edit"
    4
    Enter the company contact information, as this is what will be shown as the return address.
    5
    Check this box if you want to mail to closed/lost opportunities.
    6
    Check this box if you want to override the default setting, which is to prevent mail from being delivered to the same person more than once every 30 days. **Note: Direct Mail Cadences trumps this default rule**.
    7
    Click "Save"
    8
    Upload the company logo here.
    9
    Click "Done"
    10
    Multiple signatures can be uploaded here. Once uploaded, select refresh to see the full list of signatures.
    11
    Click "Done"