I have a standard letter I have sent to a selected number of leads. I should like to select these particular leads and upload the standard letter sent to them in one operation (under the 'notes' section), rather than upload the same letter to each lead individually.
Is this possible?
I am a farily new user of CRM Dynamics, verson 2011, and a step by step instruction would be much appreciated.
It's possible through standard crm Import Wizard, but is more complicated to achieve than I expected.