Printing Prospect Labels

This section describes how to print labels containing general prospect information. To print prospect address labels for mailings, see Printing Address Labels in the Mail section.

To Print Labels For A Single Prospect

• Choose Modify Prospects from the People menu.

• Enter the first few letters of the prospect's last name into the Find Prospect field and press tab.

  Success Tracking will search for prospects whose last name begins with the entered letters. If more than one prospect matches, a window will appear listing all of the matching prospects to allow you to select the correct one. If the prospect was found, Success Tracking will display the appropriate prospect data. For more information, see Finding People in the Searching section. If you cannot find the prospect using the Find Prospect field, try choosing "Open search window" from the Search pop up menu. See Searching For Records in the Searching section.

• Choose Print Prospect Labels from the Print pop up menu.

  A window will appear asking if you want to print using an existing label format or edit an existing or new format.

• To print using an existing format, click the Print button and select the desired label format file from the window that appears.

• To edit an existing or new format, click the Edit button.

  The label editor window will appear. To create a new label format, see Creating Label Formats in the Label Editor section. To edit an existing format, see Editing Existing Label Formats in the Label Editor section.
  

To Print Labels For Several Prospects

• Choose List Prospects from the People menu.

• Find the prospects to print by choosing "Open search window" from the Search pop up menu. Alternatively or in addition, you can select the prospects to print by clicking their entries in the list while holding down the Ctrl key.

  For help with searching for the prospects, see Searching For Records in the Searching section. If you select one or more prospects, SuccessWare will print labels for the selected prospects only. If you do not select any prospects, it will print labels for all of the listed prospects. To select more than one prospect, click each while holding down the Ctrl key.

• Choose Print Prospect Labels from the Print pop up menu.

A window will appear asking if you want to print using an existing label format or edit an existing or new format.

• To print using an existing format, click the Print button and select the desired label format file from the window that appears.

• To edit an existing or new format, click the Edit button.

  The label editor window will appear. To create a new label format, see Creating Label Formats in the Label Editor section. To edit an existing format, see Editing Existing Label Formats in the Label Editor section.