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Using Accelerator’s Mail Merge Feature

Accelerator (Sage CRM’s advanced integration to MS Outlook) offers a lot of time-saving features when it comes to sending out mailmerge documents stored in Sage CRM. Not just timesaving, but features users will not get without Accelerator, such as merging data with custom entities and merging both a document and an email at the same time. 

More videos like this one, including a full breakdown of Accelerator features and functions, are found on this Outlook page of the My CRM Manage website.

 

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