Ebix CRM
CRM Solutions for Insurance and Financial Services
Canada   Contact Us

EZ Data Customer Support
Reach out to new leads, follow-up with prospects, and stay in contact with clients using SmartOffice Contact Correspondence.
View the movies in the order presented then log in to SmartOffice to practice the functionality presented in each lesson.
The SmartOffice Contact Correspondence Course
Lesson One: Getting Started >>
Lesson Two: Individual Correspondence - Template >>
Lesson Three: Individual Correspondence - Form Letter >>
Lesson Four: Mass Correspondence >>
Lesson Five: Creating Form Letters >>
Lesson Six: Creating a Template >>
Lesson Seven: Letter Printing Options >>
After completing SmartOffice Contact Correspondence, continue on to the next course: SmartOffice Data Mining.
Let us know what you think!
Please take a moment to give us some feedback on the SmartOffice Contact Correspondence Course.
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.
Copyright 2012 Ebix, Inc. Terms of Use Privacy Policy Sitemap Send us Feedback