Good day,
Here is what I do now:
Each day I add new contacts within Outlook. I send them each my marketing materials in the postal mail. I select an individual contact, add a new journal entry. I set the entry type to letter, and add the text "sent initial mailing" to the notes field, then save and close. Next, I make a new appointment with contact. I set the date for 6 working out at 8:00 AM. I make the subject be the first name of the contact and then add the state behind the name: "Stan (MA)" then hit save and close.
That takes quite a bit of my time for each contact.
What I want:
Select all of the contacts created today (easy, just filter). Run the macro to do all of the above for me. Don't worry about the mailing part, I do that with mail merges already.
See, I don't ask for much. Do I?
Thanks much for any help you can provide.
Here is what I do now:
Each day I add new contacts within Outlook. I send them each my marketing materials in the postal mail. I select an individual contact, add a new journal entry. I set the entry type to letter, and add the text "sent initial mailing" to the notes field, then save and close. Next, I make a new appointment with contact. I set the date for 6 working out at 8:00 AM. I make the subject be the first name of the contact and then add the state behind the name: "Stan (MA)" then hit save and close.
That takes quite a bit of my time for each contact.
What I want:
Select all of the contacts created today (easy, just filter). Run the macro to do all of the above for me. Don't worry about the mailing part, I do that with mail merges already.
See, I don't ask for much. Do I?
Thanks much for any help you can provide.
