Export your clients & mail merge

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Export and Mail Merge

Learn how you can export your contact list for client retention & marketing purposes

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We know our agents sometimes need to create a filtered list for mail merges and printing labels. You can go through both walkthroughs on how to create that list for the mail merge, and how to export the list into Excel and Word.

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The next step is making the labels with your previously created report. Below, you can learn about importing the report into Excel, then Word, and how to print your labels with your client information. Click the arrow to the left for the walkthrough.

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Marketing

Export and Mail Merge