Setting Merge With options for web client Mail Merges

If you do not start a mail merge from the Web client Task Pane on a list or detail view, you must define the Merge With options to specify which contacts or leads to merge. You can merge with leads, contacts, or contacts associated with accounts, opportunities, sales orders, quotes, contracts, returns, or tickets.

To select merge with options:

  1. Click Mail Merge from the Compose menu. The Mail Merge window is displayed.
  2. Specify this information n the Merge With tab:
    • Select the entity that contains the contacts or leads you require to merge from the Entity Type arrow.
    • Select one of these:
      • Select Record: To merge with a single lead, contact, or contacts associated with a single record.
      • Select Group: To merge with leads, contacts, or contacts associated with records in a group.
    • Click the Lookup icon to find and select a record or group. For more information see, Finding records.
  3. Click the Merge Options tab when finished. For steps see, Using Mail Merge in the web client
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