View Communication Panel

The View Communication panel is used to review or print the template of a letter or the content of an Email message sent to a prospect. Using this panel, personnel can review the information that was sent to a prospect so they can follow up as needed.

Note - The name of this panel varies based on the method of communication. For example, if an Email message was sent to the prospect, this panel displays as the View Email panel.

The View Communication panel can be accessed using one of the following methods:

  • Click an icon in the Last Contact field in the Remaining Prospects section in the Campaign Details panel.

  • Click an icon in the unlabeled Type field in the Recent Contact section in the Lead Sheet panel.

To print the displayed communication, click the (Print) icon. A printable version of the communication displays on a separate browser tab, where it can be reviewed and printed.

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