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Support Webinar – Letters Templates Entity

 
 

Prerequisites

 
 
This workshop-type Support Webinar reviews the new Letter Templates Entity. We will review examples of how to utilize the new entity and explore ways to convert your current flows to CRM Processes in the Letter entity. The slides used in this webinar can also be found below.
 
 
Keywords: video, new Letter Templates Entity, convert letter flows to CRM Processes, letters, award letters, donor acknowledgement letters, mail merge, Microsoft word, field names

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