Scheduling a Literature Request

You can schedule a literature request to send the marketing material or other documents to one or more contacts. After you schedule a request, the person or group at the company, responsible for literature fulfilment, can fulfil the data and complete the request.

If you are making the request for a single contact, select the contact and execute these steps to schedule a literature request:

  1. Perform one of these actions:
    1. Click Literature Request on the Schedule menu.
    2. Click Schedule on the Literature Requests view. See Managing Literature Requests
  2. Specify this information:
    Description
    A brief description of the literature request.
    Request for
    The entity for which the request is scheduled. Possible values:
    • Contact: Click Lookup and select a contact to create the request for a single contact. The application populates this value if scheduled from the Contact Detail view.
    • Group: To create the request for a group of contacts, select Group and select contacts from the list.
    • Opportunity: To create the request for an opportunity, select, click Lookup Opportunity, use the lookup to select an opportunity, and click Close.
    Send by Calendar
    Allows you to select a date by when the request must be sent. Click OK after you select the date.
    Handle Fulfillment Locally
    Allows you to save the file after you schedule the literature request.
    Send via
    The delivery method used to send the literature request.
    Priority
    The priority to send the literature request.
    Print literature list
    Allows you to save the list with the cover letter, on a separate page (from the cover letter), attachment list only, or save only the cover letter (no list).
    Cover (Find)
    To use a template as the cover letter, select the template you want to use.
    Available Items
    You can select the items you want to include in the request.
    Filter (available items)
    If necessary, you can specify any characters contained in the family, number or name of the item you want to add.
    Quantity
    The number of copies of that item you want to request.
  3. Click OK
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