Scheduling Literature Requests
Literature options must be configured in the Literature Fulfillment Center before you can add them as a scheduled activity. For more information on the Literature Fulfillment Center, see About the Literature Fulfillment Center.
Refer to the following example when following the procedure to schedule a literature request.
Example: Schedule a literature request to remind the user to send literature and a cover letter to contacts on a particular day.
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Select Schedule > Literature Request, or Actions > Send Literature Request to Contacts. |
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At the Schedule a Literature Request dialog box, click the Detail tab. |
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Click the Contact drop-down arrow to select from additional contacts or click the right-facing arrow to launch the Contact Search Center and search for a new contact. |
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At the Cover Letter drop-down list, select a cover letter. |
The user name displayed in the User field determines the templates displayed in the Cover Letter text box. Select (public) to see all the templates with an owner of (public).
If you do not need a cover sheet for your request, skip this step.
NOTE: The Cover Letter and User fields are linked to the Document Management Center.
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At the Literature List drop-down list, select the literature type. |
The items included in the list display in the text window below the Literature List.
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To schedule the literature request to a particular user, select the user in the Assigned to drop-down list. |
The request appears on the assigned user's calendar.
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At the Code field, select the code in the list to categorize the request. |
The activity code can be used to analyze specific completed activities.
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At the Send Date field, select a send date using the F2 Lookup graphical calendar. |
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Select the Alarm for GoldMine checkbox to alert the assigned user of the activity before the scheduled time. |
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Select the RSVP checkbox to be notified when the assigned user completes the activity. |
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At the Special Instructions field, type any instructions to the assigned user. |
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At the / field, select an opportunity/project o associate the literature request with a particular opportunity or project or click New to create a new opportunity or project. |
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Click Schedule to complete the process, or select the Series tab to assign the literature request to a group of contacts. |
Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list to categorize the request. 