Fulfill Literature Requests

During fulfillment, a fulfillment record is added to the Notes/History tab for each contact and account associated with the request.

  1. Select Literature Request Management from the Tools menu.
  2. Select one or more literature requests from the list.
    To select more than one literature request, hold down Control or Shift, and select the literature requests.
  3. Click Fulfill on the Task Pane, in the Literature Tasks page.
    A list of the required literature for the request is printed at your designated printer, along with a copy of any cover letter that is included in the request.
  4. Gather the required literature and prepare for delivery. After the literature has been sent, complete the literature request.