Zoho Writer is an online word processor that allows you to create and share documents online. Using the Zoho Writer Zoho Add-on in Zoho CRM, you can create templates online and use CRM data (Leads, Accounts, Contacts and Potentials) to create mail merge documents such as Forms, Letters, Address Labels, Envelopes etc. on-the-fly. You can use this function without downloading and installing any software.
Creating mail merge documents using Zoho Writer involves three steps:
To create mail merge templates
After creating the mail merge template, you need to select the records that will be used to create mail merge documents.You can merge data only from the Leads, Accounts, Contacts and Potentials modules.
To select data to merge
After opening the template in Zoho Writer, you need to merge data from Zoho CRM. After merging, you can either print the merged documents or email them.
To edit mail merge templates
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