Actions on the Contact List:
Actions can be performed on selected names in the Contacts list.
The Action icons above the Contacts list have the following effects:
Example: Opportunity Contact Actions
Rank selected Contact
Create new Activity History record for selected Contact
Create Template-based Document for Company Contacts
Zoom to Contact
Email to All or Selected Contacts
Remove link to Current Contact
Add New link to Person as Current Contact
Search for People to become Contacts
Print a blue category report for selected contacts
New Marketing Call Report
To Rank a Selected Opportunity Contact:
1.Select a Contact.
2.Click the Rank Selected Person icon.
3.Enter a one-character value for Rank, then click OK.
To Create an Activity History record for an Opportunity Contact:
1.Select an Opportunity Contact and click the Activity History tab.
2.Click the Create New Activity History Record icon (ALT+H), 
.
3.Select Activity Type from drop down list (default is Note).
4.Enter Description.
5.Optionally click Notify Users about this record and select target Users.
6.Enter optional Notes, unlimited in length.
7.Enter optional Participants.
8.Enter optional Links to other objects.
9.Optionally schedule a followup Task, Phone Call or Appointment.
10.Click OK.
To Search an Active Opportunity Contacts List:
1.Click Print. The Report Manager screen appears.
1.All folders and reports can be accessed.
To Create an HTML Template for Broadcast purposes:
1.Use MS Word to create a document with graphics, animation, hotlinks etc.
2.Click File > Save As > Save as type: Web Page (*.htm; *.html).
3.Create a new Word template in Deskflow.
4.Embed a query in the Word template.
5.Edit the Word template and add at least one mail merge field. It can be made invisible by setting foreground and background to white. If a mail merge field is not included in the template, randomly named errors will occur.
6.In the Word template, click File > Insert > Web Page document (from step 2).
7.Save the Word template after the Web page has been inserted.
8.In Deskflow, send a mass email from a List using the new Word template.
To Create a Template Based Document for Opportunity Contacts:
1.Multi-select Opportunity Contacts.
2.Click the Create a Template based Document for Opportunity Contacts icon.
3.Select an option: Create Document for Selected or Create Document for All.
4.Double-click a selected Template.
5.Enter a Document name and description, then click OK.
6.A mail merge will be initiated and the result saved in the Opportunity Documents tab.
To Zoom to a Selected Contact:
1.Select a Contact in the List.
2.Click the Zoom to Contact icon, or double-click the selected row.
To Send Templated Email to All or Selected Opportunity Contacts:
1.From the Browse window, click Outlook located on the far right of the Browse window. The Select Email Options dialog box appears.
2.Select the radial button called Selected Names in the List
OR
All Names in the List.
3.Select Compose Your Email Using a Template in the Email Composition Options dialog box.
4.Select Messages will be sent in format of HTML or Rich Text Format. Preferably select HTML.
NOTE: HTML format will not allow the Send Later option to be chosen, but the Rich Text Format option and the Plain Text format will allow selection of the Send Later option.
5.Select the sending Priority. The default setting is Normal but select High to speed transmission.
6.Click Choose a template to use as the body of your email to select an appropriate Word template.
7.Enter the email Subject in the field Enter the subject of your email.
8.Select Now or Later in the field Would you like to send this message now or later?.
9.Select document attachments from the Deskflow Document Search Dialog.
10.In the DB space saving options section, check theses required boxes:
•Save Copies of Email Messages Into Database
•Copy Email Body Text Into Activity History Notes (selected by default)
•Save Copies of Email Messages In Outlook Sent Items Folder (selected by default)
14.Click OK.
15.A copy of the email will be saved in each recipient's profile if the email archive flag is set.
NOTE: When sending a templated email, a separate email is sent to each recipient in the list, therefore a BCC is not required.
To Send Email to All or Selected Opportunity Contacts:
1.From the Opportunity Contacts list, click the Outlook icon located on the far right of the list. The Select Email Options dialog box appears.
2.Select the radial button called Selected Names in the list.
3.Select Compose Your Own Email.
4.Select BCC or TO option.
5.Click OK.
6.Attach external documents or Deskflow documents to the Outlook email.
7.Click Send.
8.A copy of the email will be saved in each recipient's profile if the email archive flag is set.
To Remove a Link to a Current Contact:
1.Select one or more Opportunity Contacts.
2.Click the Remove Link to Current Contact icon.
3.The Contact(s) will be removed from the Opportunity Contacts list.
To Add a New Link to a Person as a Current Contact:
1.Click the Add New Link to Person as Current Contact icon.
2.Search for and select a Person to add to the list.
To Search for People:
1.Click the Search for People icon.
2.Search for Contacts by name or in a specified Company (the default company is the Client defined in the General tab).
To Print a Report for all the Opportunity Contacts:
1.Click the Print Report for Selected Contacts icon. the Report Manager screen appears.
2.Select and preview/print the report.