I am stuck with a few things on the CRM - I wonder if somebody can help resolve these

I am stuck with a few things on the CRM - I wonder if somebody can help resolve these

Just to avoid confusion, I have renamed 'Leads' as 'Properties' and 'Contacts' as 'Contractors'. I will try and refer to the original names.

1. I have set up a mail merge template. When I go to a Lead, and I do the mail merge (see mail merge.jpg), I fill in the rest of the information I need and then I don't see how I can save this as an attachment to a lead (see save-document.jpg). I can email it, but even then, as you can see from save-document.jpg there are rows that i fill in as and when i do the mail merge, and when the email went through, it didnt come with these filled in (see email.jpg).

Please let me know how I can make it save as an attachment to that lead, and also email correctly.

2. Whilst on the point of the email, the sender was "Zoho Writer, Administrator [ noreply@zoho.com]". I could do with it being my company name otherwise it will look crap when I send this email to the companies I work with. How can I do this?

3. How can I change the details at the top of the profile, as shown in profile-overview.jpg? I dont want it to say "Sam Lawes", but instead the Address 1, and then in purple say the Client. It would be really cool if I could change the picture so that it comes up with a picture of the property



4. When I try and customise the layout of 'Events' it doesn't let me add another 'lookup' field. I want to be able to attach a Lead and a contact, and then email the contact with the notification email.

Look forward to hearing from you.