How to Send Direct Mail from the Lead, Opportunity or Contact List View | Scribe

    How to Send Direct Mail from the Lead, Opportunity or Contact List View

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    **Alert!** Up to 200 contacts can be selected at one time (standard Salesforce list view limitation). Contacts with bad addresses will not go through, thanks to the address verification process.
    From the Direct Mail app, select "Leads" or the preferred object
    Click here to select the appropriate filter or create a new one
    Select each checkbox next to the lead, opportunity or contact you want to mail to or check the "Select All" checkbox here
    Click "Show more actions"
    Click "Direct Mail"
    You may see a pop-up like this if any records are missing an address, are marked as "do not mail" or have received mail in the past 30 days. Otherwise, you’ll be taken to the "Builder."
    Click "Proceed with Valid"
    Continue with mail piece setup.
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