Large Postcard 7 and the Metro Area Field in Company Setup
Renee Duncan
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12 steps
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2 minutes
Salesforce
1
From the Direct Mail app, click "Company Setup"
2
Select "Edit" to input your "Metro Area." For example, Greenville-Spartanburg or Minneapolis-St. Paul.
3
Navigate to the "Leads" object.
4
Select the checkbox next to a record.
5
Click the "Show more actions" arrow.
6
Click "Direct Mail"
7
Click this button.
8
Click the radio button next to "Large Card 7."
9
Click this button.
10
Click this button once, then a second time after the timer runs out.
11
Here is where the "Metro Area" value will be displayed on the front page.
12
Here is where the "Metro Area" value will be displayed on the back page.